Move money

Send payments, transfer between accounts, add funds and deposit checks

Go to Banking → Checking account, then select Move money to pay someone or move your company’s money. Company Admins and Bookkeepers can use it after your company finishes onboarding, and the menu shows some options only to Company Admins. If your Banking menu has no Credit card item, Checking account is called Overview in the sidebar.

Option	What it does	In the menu for
Send money	Pay a vendor	Company Admin, Bookkeeper
Transfer money	Move money between your Every accounts and your external accounts	Company Admin
Add funds	Bring money into Every by wire, bank transfer or check	Company Admin
Deposit check	Deposit a check by taking a photo of it	Company Admin, Bookkeeper

Send money

Send money opens the payment flow at Who are you sending funds to? You choose the recipient, add their payment details, the amount and the accounting details, then review and send. A Bookkeeper must choose at least one approver, and the payment is sent for approval. For each step, see Send money.

Transfer money

Select Move money → Transfer money.

1. Choose the accounts

   Choose the Transfer from and Transfer to accounts. In either list, select Link a bank account to connect a new external account through Plaid.

2. Enter the amount

   Enter the Amount. Beside it, Every shows the available balance of the account you’re moving from.

3. Continue to the review

   Select Next.

4. Start the transfer

   Review Transfer shows the details and how long the transfer will take. Select Initiate Transfer.

A transfer needs an Every account on at least one side. Your money market account and your external accounts can’t send money to each other directly. Transfer to lists only accounts that follow those rules.

Company Admins and Bookkeepers can also start this flow with Withdraw on Treasury, which opens it with your money market account already chosen.

Add funds

Add funds opens a sheet that asks how you’d like to add funds. Choose a method:

Method	What happens
Wire	Shows the account details to give the sender, with Download wire instructions and Download bank letter. Select Done when you’ve finished
Bank transfer	Pull money in from a connected external account (see Add funds by bank transfer)
Deposit a check	Select Continue to go to Deposit check

Add funds by bank transfer

If you haven’t connected an external account yet, the sheet shows Connect account in place of the form. Select Link account, connect the account through Plaid, and the form appears.

1. Enter the amount

   Enter the Amount.

2. Choose the accounts

   Choose Transfer From and Transfer To.

3. Transfer

   Select Transfer.

Deposit check

Deposit check opens a page where you deposit a check into your checking account by taking a photo of it.

If the page says “Unable to load check deposit”, email [e-mail] and include the message shown beneath it. If a check you deposited is rejected or still under review, email [e-mail] and give the check’s amount and the date you deposited it, and ask what to do next.