To learn how much you need to transfer in your bank from Trust/Escrow to Operating for a certain time period, follow the steps below:

1) Go to your payments section by clicking on "More" and selecting "Payments".

2) Select the bank account filter "Trust Account" and payment method filter "Transfer" and even change the date range as needed.

The amount shown in the "Trust" field on top is the amount needed to transfer from your Trust to your Operating.


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