Why transfer funds?
Transferring funds lets you distribute balances and manage budgets across your organization with ease. It’s a quick way to allocate deposits, centralize your gifting activity, and monitor spending.
Transfers are instant and will reflect immediately in both your account balance and balance history.
How transfers work with your wallet type
Depending on how your account is set up, funds can be transferred to individuals or teams:
Individual Wallets: Each user has their own wallet. You can transfer funds directly between individual users.
Team Wallets: All members share a single team balance. Transfers can be made between teams, not individual users.
Note: You can check or update your wallet type in Admin Settings → Billing Settings → Use shared team funds.
How to transfer funds
To Individuals or Teams
Click the Wallet icon and select Transfer Funds.
Choose the wallet type you’d like to transfer To and From — either individual users or teams, depending on your account configuration.
Select your recipients. You can choose multiple recipients to send several transfers at once.
Choose Full Amount or Round Up:
Full Amount transfers the exact value entered.
Round Up transfers just enough to bring the balance up to the entered amount.
Enter the amount and click Transfer Funds to complete the transfer.
Transfers are processed instantly.
Transfer from a File
To transfer funds in bulk, upload a CSV file using the provided template.
Download the template: Transfer Funds Template.csv
Fill in the required details for each transfer.
Drag and drop the completed file onto the Transfer Funds page.
Click Transfer Funds to confirm.