Cash plan items - move money | Your Money Digest

Your cash plan's checking account

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Moving money

The move money feature in You Need A Cash Plan is used to:

reallocate money from one ledger to another;
record the withdrawal of money from the checking account (from one ledger) by means other than writing a check.

This feature cannot be used to remove money from the Allowance ledger.

In the below example, you are recording your withdrawal of $10.00 from your checking account at an ATM. The money is coming from the Unallocated ledger.

In the Checking Account slider, click on the Ledgers button to open the Ledgers window.

In the Ledgers window:

If needed, select the ledger from which the money is being moved.
Click on the Move money button to display the Move Money dialog box.

In the Move Money dialog box:

Select the Date.
Enter the Amount.
Select the ledger from which the money is being moved.
Select the external destination or ledger to which the money is being moved.
If needed, enter a Memo for the move.
Click on either Move & Do Another or Move & Exit

In the Move Money message box, click on the OK button.

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