---
title: "Family Record, Financials Tab - Transfer Balance"
slug: "family-record-financials-tab-transfer-balance"
updated: 2023-12-12T10:50:11Z
published: 2023-12-12T10:50:11Z
canonical: "www.procaresupport.com/family-record-financials-tab-transfer-balance"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Family Record, Financials Tab - Transfer Balance

The Transfer Balance feature allows administrators to transfer an entire balance or partial balance to another family.

1. Search for the family to transfer the balance from by entering the last name into the Search box or using the magnifying glass  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Transfer+Balance_1212-1.png)
2. Select the Financials tab  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Transfer+Balance_1212-2.png)
3. The click Actions and select Transfer Balance  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Transfer+Balance_1212-3.png)
4. In the Transfer Balance section, the From Family's information will be filled in. Search the To Family's information using the family name or family ID  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Transfer+Balance_1212-4.png)
5. Once the To Family is selected, the fields below will be completed automatically  

![Image showing directions in article](https://s3.amazonaws.com/cdn.procaresoftware.com/pdfs/Support+Site+Images/SchoolCare+Works/Family+Record/Financials/Family+Record%2C+Financials+Tab+-+Transfer+Balance_1212-5.png)
6. Amount to Transfer - enter the amount of the balance to transfer to the new family
7. Notes - enter any additional notes
8. Click Save