Recurring Cash Transfers allow you to transfer funds between bank accounts across multiple months within a budget.
Cash Transfers are managed from the bank account section of the Budget Grid.
Create a Recurring Cash Transfer
Go to the Cash Transfers Out row for the bank account you want to transfer funds from.
Select the month you would like the transfer to start from.
This opens the Cash Transfers Out modal.
Enter the Transfer Details
In the Cash Transfers Out modal:
Enter the transfer amount.
Select the bank account you want to transfer the funds to.
If you have more than one other bank account available, you will be able to choose from the list of available bank accounts.
You can also add a note for reference, if required.
Select Create Recurring Transfer.
This will open the Recurring Transfer window.
Select the Recurring Months
In the recurring transfer window:
Select the months you want the transfer to recur.
Select Confirm Selection.
The selected months will be added to a list.
Review or Edit Recurring Transfers Before Saving
Once the selected months have been added to the list, you can review each recurring transfer.
You can also edit individual months if required.
For example, you may choose to change the transfer amount for one month while keeping the other recurring transfers unchanged.
Selected months are marked with a blue dot while they are being reviewed and have not yet been saved.
Save the Recurring Transfers
Once you have finished reviewing or editing the recurring transfers:
Select Done.
Select Save in the Cash Transfers Out modal.
Please note that if you select Cancel before saving, the recurring transfers you have created will not be saved.
Once saved, the recurring transfers will be reflected in:
The Cash Transfers Out row for the bank account the funds are being transferred from
The Cash Transfers In row for the receiving bank account
View or Edit Saved Recurring Transfers
To view or update a saved recurring transfer:
Open the original transfer cell.
Locate the recurring transfer in the list.
Select Edit.
This opens the recurring transfer window.
Saved recurring transfers are marked with a green dot.
Delete Recurring Transfers
From the recurring transfer window, you can delete recurring transfers if required.
To remove an individual transfer:
Select the transfer you want to remove.
Select Delete.
To remove all recurring transfers in the list:
Select Delete All Transfers.
Once you have finished making changes, remember to save your updates.
Please Note: Throughout Agrimaster 10 we use standard budget grid indicators to highlight if a cell has multiple budget entries.
You will notice in the Cash Transfer In and Cash Transfer Out cells a blue triangle indicator will appear if a cell contains multiple cash transfers and a orange circle indicator appears if at least one transfer contains a note.
Both indicators can be displayed on any cell where applicable and makes it easier to identify additional cash transfer information in the budget grid.
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