How to transfer funds from one account to another within your Financial Monitor Dashboard

Do you have any income or expenses recorded in your Financial Monitor Dashboard that are not related to your travel business?  If so, then you can conduct a transfer of funds from that account so that it is no longer reported in the Financial Monitor.

To do this, open the ‘Budgets’ tab, select your store, select ‘Financial’, then select ‘General Journal’ and choose the Financial Year, followed by the month that you would like to edit. This will open up a trial balance view where you will be able to see all Debits and Credits for that month.

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Next, locate the account that you wish to transfer funds from. For example ‘Rent and Rates’ as shown below, and left-click on the dollar amount you wish to edit.

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This will open a window in which you can now enter the amount you wish to transfer. If you would not like it to be displayed in the Dashboard, you can transfer it to either a ‘Personal Account’ or a ‘Non Mapping Account’. Once you have finished, click save, and that amount will no longer appear in the Financial Monitor, thereby giving you a true reflection of your business.

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Please note that any saved changes will take effect within 24 hours.

Please don’t hesitate to contact us for any further information or assistance.