Balance Sheet Transfers

To account for transfers between accounts that do not affect the budget, use the Balance Sheet Transfers template. 

This template will allow you to choose the source account and target account. The source account will be decreased by the Values tab on your SPW, and the target account will be increased on the same schedule. This template is intended for transfers between bank accounts and transfers between equity accounts. If you select two accounts of a different type in Martus, Martus will warn you when you click Save on the SPW line.

Balance Sheet Transfers