How do I send funds as a Direct Deposit?

Funds that are sent from an Income Source account can be coded as Direct Deposit by performing the following steps:

  1. Create an Income Source account or click on an existing Income Source account.
  2. Click the + to create a rule
  3. Fill in the specifics of of your rule
  4. Click the Settings gear in the top right corner
  5. Flip the Mark as Direct Deposit switch

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