Reconcile a transfer from one of your bank accounts to another. Use the Transfer tab when you've imported a statement line showing the transfer but you haven't entered the transfer into DEAR.


Create Quick Transfer and Reconcile it

  1. On the bank reconciliation screen, next to the bank statement line you want to reconcile, click the Transfer tab.

  2. Select the bank account. 
  • If the statement line shows the withdrawal, select the bank account you transferred the money to. 
  • If the statement line shows the deposit, select the bank account you transferred the money from. 
  • Click OK
  • You don't need to create a transaction in the second bank account - this is done automatically. But you'll need to reconcile it with its matching bank statement line.

    Create a More Detailed Transfer and Reconcile it


    Create a more detailed transfer to add extra details to it, for example, memo or attachments. 

    To create a detailed transfer:

    1. Go to Financials > Money Movement > New Transfer Money. 


    2. Enter your bank transfer details. 
    3. (Optional) Add attachments 
    4. Click Complete

    You don't need to create a transaction in the second bank account - this done automatically. But you'll need to reconcile it with its matching bank statement line.