Why transfer funds?
Transferring funds is an easy way to centralize your gifting efforts across your account. It allows you to split up a single payment into different budgets and can help admins monitor their users' spending. Transfers between users are instant and will reflect in your account balance and balance history immediately after completion.
How to transfer funds
Navigate to the transfer funds page by clicking the wallet icon and selecting Transfer Funds.
There are two ways to complete a transfer between users: To Individuals or From a File.
To Individuals
Select the individuals you'd like to transfer To and From. You can select multiple recipients in the To dropdown to complete multiple transfers simultaneously.
Select to transfer the Full Amount or Round Up.
Full Amount will transfer the value you enter into the user's account.
Round Up will transfer only enough to bring the user's balance up to the selected amount.
Enter the amount and click Transfer Funds to initiate the transfer.
From a File
Transfer funds in bulk by uploading a file. You can download our template here: Transfer Funds Template.csv
Once your file is ready, you can simply drag and drop it onto the transfer funds page and select Transfer Funds to confirm.