• Within a client you can add ‘Bank Accounts’ from the Bank Accounts homepage or via the Chart of Accounts

 


  • You can add a ‘Bank Account’ under any Asset or Liability class type:

    • Sound strange? Well, we do this because we want to allow you to add any type of financial account (even things we maybe haven’t considered) – so we didn’t want to place limits on you here…

    • You may have expected the class to automatically assign to a bank class here, so this is why not : )