How do I transfer funds from my Everyday Account into an Easy-Access Safe?

Modified on Fri, 01 Mar 2024 at 01:15 PM


Follow the steps below to move funds from your Everyday Account into an Easy-Access Safe. 

  1. Log in to your TallyMoney App
  2. Use the bottom navigation bar to access the “Payments” section
  3. Tap “Transfer tally”
  4. Make sure the “From” field is showing the Everyday Account in your name
  5. If you have multiple Easy-Access Safes, tap the safe shown under the “To” field to select a different safe
  6. Type in a “Reference” 
  7. Enter the number of tally you wish to send in the “Amount” field. Please note the GBP value will be shown underneath the total tally being sent
  8. Tap "Confirm"
  9. Check the onscreen details are correct before tapping "Transfer"

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