If you have a monthly and weekly fixed fee to transfer money from Richart to another bank account, then it is recommended that you use the ” Scheduled Transfer ” function. After setting the transfer amount and period, it will be automatically transferred when the time is up. Transfer the amount to the designated bank account, don’t be afraid to forget it.
Therefore, this article will teach you in detail how to use Richart’s automatic transfer function and set up an appointment transfer directly in the Richart App.
How to use Richart automatic transfer / scheduled transfer?
step 1
After opening the Richart App, click ” Receipts and Payments ” on the bottom toolbar , select ” Transfer “, then switch to the ” Schedule Transfer ” tab, and click ” Add Scheduled Transfer “.
Step 2
Then, enter your scheduled transfer information in sequence, including: transaction name, each transfer amount, counterparty account number, transfer cycle (weekly or monthly), transfer start date and total transfer times.
Step 3
After the appointment transfer setting is completed, please confirm the information again here. If there is no problem, please enter your Richart user password to confirm the appointment.
Step 4
You can see the transfer information you set on the ” Schedule Transfer Results ” page.
Step 5
Back to the ” Scheduled Transfer ” page, all the automatic transfers you have set up are displayed here. If you want to change or remove the automatic transfer setting, click to change it.
to sum up
If you want to set up the automatic transfer function in the Richart App, you can follow the steps in this article to set it up, so that you will not be afraid of forgetting to send money. I recommend it to everyone who needs it to give it a try.
