How to transfer money from one member's savings account to a different member's savings account on core.

Created by Judy Macharia, Modified on Thu, 21 Sep 2023 at 11:42 AM by Judy Macharia

  1. Search for your member and navigate to their profile

  2. Scroll down and click on the savings account from which you'd like to transfer funds

  3. Click on the 'More' drop down menu and choose 'transfer'

  4. Select 'A different member' as the person receiving the funds

  5. Search for the member you'd like to send the funds to and the account to which you'd wish to deposit the funds and click on them

  6.  Click on next

  7. Choose the savings account from which you'd like to transfer funds

  8. Enter the amount you'd wish to transfer

  9. Leave a note if necessary

  10. Click on submit

  11. On the left side of the main page, navigate to finance

  12. Click on transactions

  13. Click on savings

  14. Click on the transaction you'd like and select approve

  15. Leave note if necessary and select 'approve transaction'

  16. The money is now transferred to the other member's account

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