Correcting Transfers In a Previous Month

Click Transfer Funds. Reverse the incorrect Transfer by making a new entry with the opposite amount. The memo should identify the specific entry being corrected (use the date) and give a reason for the correction. Once that reversing entry is completed, click New Entry. Then re-enter the Transfer with the correct information.

You can also correct by entering a single correcting entry, if you can clearly identify the amount and direction (income/expense) of the correction.

Duplicate Transfer

Go to Transfer Funds. Reverse the duplicate Transfer by making a new entry with the opposite amount. The memo should identify the specific transfer being reversed (use the date) and give a reason for the reversal.