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New money transfer

To make bank transfers, you need to have connected the bank from which the money will be sent. If you have not connected your bank, see here how you can connect it from the Overview tab.
  1. Go to Transfers and select New Transfer
  2. Choose where you want to send money
  3. Fill in the details of the recipient & the amount you wish to send
  4. Fill in the details of the sender
  5. If you wish you can fill in a reason for the transfer & a comment
  6. Check that all the details are correct and then click Next to enter the environment of the bank from which the transfer will be made.
SEE NEXT HOW TO: Transfer money to a saved contact
SEE PREVIOUS HOW TO: New money transfer

Transfer money to a saved contact

  1. Drag to the right the name of a person who is already a saved contact in your transfer overview
  2. Fill in the amount you wish to transfer. The recipient's name and IBAN are already filled-in based on the details of the saved contact.
  3. Select the account from which you want to transfer the money
  4. Optionally fill in the reason for the transfer as well as a comment if you wish
  5. Check if all of the information is correct and click Next to be transferred to the environment of the bank from which the transfer will be made.
SEE NEXT HOW TO: Transfer History
SEE PREVIOUS HOW TO: Transfer money to a saved contact

Transfer History

  1. On the Transfers tab, select Transfer History
  2. Select the filters you wish and search for your previous transfers: -chronologically -per bank - per sender.
SEE NEXT HOW TO: Save contact
SEE PREVIOUS HOW TO: Transfer History

Save contact

  1. Drag to the left the name of a recipient from your transfer overview
  2. Click the Create Contact button
  3. Fill in the name you wish to assign to the contact and press Save
  4. Find the contact in the Saved Contacts list
SEE NEXT HOW TO: Edit a saved contact
SEE PREVIOUS HOW TO: Save contact

Edit a saved contact

  1. Drag to the left the name of a recipient from the Saved Contacts list
  2. Correct the name of the contact and click Save
  3. See the corrected contact entry in the Saved Contacts list
SEE NEXT HOW TO: Delete contact
SEE PREVIOUS HOW TO: Edit a saved contact

Delete contact

  1. Drag to the left the name of a recipient from the Saved Contacts list
  2. Select Delete
  3. The contact has been removed from the Saved Contacts list
SEE PREVIOUS HOW TO: Delete contact
STEP

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