Argenta has a dedicated spot for the transfers you make between your funds, called Fund Transfers. A fund is a designated pool of money set aside for a specific purpose.

A fund transfer moves money from one fund to another. To move money between bank accounts instead, use Account Transfers.

Getting There

From the main menu, choose General Financials > Fund Transfers. This opens your list of fund transfers, with the total across the list shown at the top.

Adding a Transfer

1. Click Add A New Fund Transfer. Argenta creates the transfer and opens its Fund Transfer Details page
2. Fill in the fields:
   • Transfer Date (required): The date you moved the money. Type it or use the date picker
   • Amount (required): The amount of the transfer
   • From Fund (required): The fund the money comes out of
   • To Fund (required): The fund the money goes into
   • Transfer Description/Reason: Why you made the transfer. Worth filling in, your future self and your auditor will thank you
3. Click Save All Changes to stay on the record, or Save All & Exit Record to save and go back to the list. Exit Record leaves without saving your latest edits

Required fields are marked with an orange asterisk.

Working With the List

• Click the green arrow to open a transfer
• Click the pink X to delete one
• Use the filter panel to narrow the list, and Export to CSV to pull it into a spreadsheet