video1.0<iframe src="https://www.loom.com/embed/8a183c14dd894de1a5c6b6c85d508c4e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8a183c14dd894de1a5c6b6c85d508c4e-869a93b7980ca69d.gif375.745Hi there, this is Ashley with Clearing. In this video I show you how to use management statements and allocation reporting to figure out how much money from the trust account you should move to your operating account to pay for your services each month. I walk through full management statements, including the net amount, and why you should turn on include the previous balance in statements so transfers between partial months carry forward correctly. I also show how to match totals by excluding your funds transfer category, like $1407 matching $4231 after filtering. No specific action is requested beyond following these steps and making the correct trust to operating transfer.