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Transferring Money Between Safes

Updated over a month ago

Overview

This tutorial guides you through transferring money between Safes in the Swft dashboard. As an Admin, you can instantly move funds from one Safe to another to rebalance budgets, allocate funds to departments, or support specific projects when needed.

Steps

1. Navigate to the Safes Section

  • Log in to your Swft dashboard.

  • From the sidebar menu, go to Management → Safes.


2. Select the Safe to Transfer From

  • Choose the Safe you wish to transfer funds from.

  • Click Transfer Money.


3. Enter Transfer Details

  • The From Safe field will be automatically filled with the Safe you selected.

  • Enter the Amount you want to transfer.

  • Choose the To Safe — the Safe that will receive the funds.


4. Review and Confirm

  • Double-check the transfer details: amount, source Safe, and destination Safe.

  • Once everything looks correct, click Transfer**.**

  • The transfer will be processed instantly, and the updated balances will reflect immediately in both Safes.

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