Moving Money Quick Reference Guide

Questions? Contact Accounting and Reporting

Overview

This guide summarizes rules for account types to ensure clear reporting when transferring money within UCSF or between UCSF and UCSF Health.

Download Quick Reference (PDF)

  • This document summarizes the rules for account types that can be used for transferring money or balances. By using these types of accounts, reporting is clear and consistent.
  • The other pages highlight the accounts to use: Page 2 when transferring money within the Campus, and Page 3 between the Campus and UCSF Health.