To move transactions from your business checking account to your personal savings account:
- Go to the Accounting option in the left menu and select Transactions.
- Click the right down arrow beside your transaction. Then, choose Move to Personal.
- You will then see a pop-up where you select the other payment account. In this case, select 'Savings'.
- Confirm the transfer from Business checking to Personal savings by selecting Move transaction.
You can also check your Personal page to confirm the transfer was completed. As mentioned earlier, you can repeat this process for transfers from Personal to Business as well.
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