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Track Personal Buffer in Trust Account


Many times, a lawyer is allowed to keep a small dollar amount of personal funds in their trust account, in order to cover bank fees and other related incidentals. We refer to this as a personal buffer.

It’s important to check with your jurisdiction, as the actual amount allowed in trust for this purpose can differ. 

Before You Get Started

Before you can keep track of your personal buffer amount, you’ll want to create a separate administrative matter. This allows you to keep track of your personal funds’ deposits and withdrawals without risking commingling with your clients’ funds. 

Just add a matter and name it appropriately so you can clearly refer to it at any time. We suggest a name like “Personal Buffer (Trust)”

Don’t know how to add a matter? Learn more here. 

Fund Your Personal Buffer Matter

The first transaction you’ll want to record in your new matter is the amount of personal funds you’ve made available in your account. For this, you’ll want to record a deposit. Follow these instructions:

1. From the Matters tab, select your personal buffer matter

2. Click “Trust Transaction Deposit”

3. Complete the “Matter’s Trust Deposit” pop-up screen

  • Date the deposit was made
  • Amount
  • Type: You can choose Deposit or Wire/ACH-in
  • Method
  • Payor: You or your firm’s name
  • Memo, if necessary

4. When ready, click Save

You will see your the updated balance reflected on your Personal Buffer matter.

Going forward, you can record deposits and withdrawals as you replenish your personal funds or use them.

Learn More

Add and Manage Trust Transactions

Updated on August 24, 2018

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