To transfer cash from one portfolio to another:


    1. View the portfolio from where the transfer will be made.

    2. Click the New toolbar button and select Cash Transfer from the drop-down menu.  The Transfer Cash window appears.



    3. Select the portfolio to receive the transfer.

    4. Enter the amount you want to transfer.

    5. Specify the date and time of the transfer (e.g. 12 Feb 2020 9:30 AM),

    6. Optional:
      Enter a comment describing the transfer.

    7. If you want to perform the transfer even if the source portfolio doesn't contain enough cash, check the box Ignore insufficient balance.

    8. Click OK to record the transfer.  The transfer will be recorded as a cash withdrawal followed by a deposit.


Note:

You can change the details of a cash withdrawal and deposit at any time in the future.


See also:


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