Bank Transfers (by dino [CA]) Jun 11, 2024 2:38 PM
Bank Transfers (by plenty [MO]) Jun 11, 2024 3:57 PM
Bank Transfers (by WMH [NC]) Jun 11, 2024 4:03 PM
Bank Transfers (by Jim [CA]) Jun 11, 2024 5:22 PM
Bank Transfers (by dino [CA]) Jun 11, 2024 5:26 PM
Bank Transfers (by dino [CA]) Jun 11, 2024 5:30 PM
Bank Transfers (by 6x6 [TN]) Jun 11, 2024 6:29 PM
Bank Transfers (by Robert J [CA]) Jun 11, 2024 7:33 PM
Bank Transfers (by ned [AL]) Jun 11, 2024 9:46 PM
Bank Transfers (by Mike SWMO [MO]) Jun 11, 2024 11:57 PM
Bank Transfers (by 6x6 [TN]) Jun 12, 2024 7:49 PM
Bank Transfers (by dino [CA]) Jun 14, 2024 1:28 AM
Bank Transfers (by dino [CA]) Posted on: Jun 11, 2024 2:38 PM Message:
What is best way to transfer money electronically from one of my bank accounts to another of my bank accounts at a different bank with the purpose described below?
My main goal is to end up with some form of documentation on a bank document which was clearly made at the time of the transfer to describe the purpose of the transfer if I ever needed to support the purpose at a future time. It would not be sufficient for me to just write a note on a piece of paper.
For example, one possible option would be if a Zelle transfer allowed me to input notations into the computer at the time of arranging the Zelle transfer. Then if I could print out some supporting Zelle paperwork which contained my notations, that would be sufficient since the notations were clearly made at the time of the transfer.
Is the option to include notations of the purpose of a Zelle transfer available when doing a Zelle transfer? I have never done one.
--172.116.xxx.xxx |
Bank Transfers (by plenty [MO]) Posted on: Jun 11, 2024 3:57 PM Message:
My bank online has a "transfer" option with notes both external and internal. Have you checked your online options or phones your bank? I use a big know bank --172.59.xx.xxx |
Bank Transfers (by WMH [NC]) Posted on: Jun 11, 2024 4:03 PM Message:
I transfer funds ALL the time, from account to account and bank to bank. There's always a memo line to record the WHY and the date is automatic. And yes, you can both print it to paper and/or download it to a file. --173.28.xx.xxx |
Bank Transfers (by Jim [CA]) Posted on: Jun 11, 2024 5:22 PM Message:
My Chase shows funds transferred from one account to another and you can put the reason like taxes or roof repair z --146.70.xxx.xx |
Bank Transfers (by dino [CA]) Posted on: Jun 11, 2024 5:26 PM Message:
Thanks plenty and WMH,
--172.116.xxx.xxx |
Bank Transfers (by dino [CA]) Posted on: Jun 11, 2024 5:30 PM Message:
Thanks Jim.
The responses make it clear I am long overdue in starting to use online banking.
--172.116.xxx.xxx |
Bank Transfers (by 6x6 [TN]) Posted on: Jun 11, 2024 6:29 PM Message:
What is the purpose in putting the reason on a bank transfer? --76.129.xxx.xx |
Bank Transfers (by Robert J [CA]) Posted on: Jun 11, 2024 7:33 PM Message:
Most of my California Banks have a "Bill Pay" or "Transfer Funds" heading. Once accessed and set up, there is a "Memo" section that I do the following:
From/To: This banks account ending in 1234
Amount (limited daily amount by bank, from $2000 to $300,000) : $1,250.00
To which Bank: Citibank Account ending in 9876
When: Today
Memo: Transfer of security Deposit for Lassen Apartments N0. 23
--47.155.xx.x |
Bank Transfers (by ned [AL]) Posted on: Jun 11, 2024 9:46 PM Message:
6x6: to document for tax purposes --74.132.x.xx |
Bank Transfers (by Mike SWMO [MO]) Posted on: Jun 11, 2024 11:57 PM Message:
I transfer funds
1.from one account to another account at the same bank
2. from one bank to another bank
Both allowed me to make a note as to why I transfered the money
Here is the catch
Later on I can go in and change the note to say something else.
If you are able to do that with your bank would it create a problem for you --71.31.xx.xxx |
Bank Transfers (by 6x6 [TN]) Posted on: Jun 12, 2024 7:49 PM Message:
Thank you, ned. --76.129.xxx.xx |
Bank Transfers (by dino [CA]) Posted on: Jun 14, 2024 1:28 AM Message:
Robert, that will work fine for me.
Mike SWMO, I understand what you're saying but I don't anticipate any problem even if it could be changed since I would have no reason to do so. I will also print out the info on which I can have my computer add the date printed at the top of the page. The real purpose of the memo is to explain the purpose of the transfer. There would be reason for it to not be as stated in the memo.
--172.116.xxx.xxx |
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