You can manage your bank accounts on your dashboard. To do so, you need to manually add your bank accounts:
Step 1: Add New Bank Account
Under the Accounting section, click the "Bank & Cash Accounts" on your left menu. You can then add your first bank account using the button "Add New".
Step 2: Add Bank Account Details
You should enter your bank account details such as name, opening date and account number. If there is a opening balance on your account, type the balance. If not, type 0 to complete this section. You may also leave some remarks on the description.
Step 3: Edit Bank Accounts
Once an account is added, you can edit, view or delete though the Actions button.
Step 4: Transactions
To record your transactions on your accounts, click the Transactions link on your left menu. If you seek to add an income, click the button "New Income".
Step 5: Add Income
Enter your income date and select an income category. Opt for the account for the income to be settled and choose the payment method. Finally type the income amount. Should you wish, you can attach a document and leave notes on the description.
Step 6: Income Details
Once an income is settled on the account, you can always edit, view the details and delete. Beside incomes, you should also enter your expenses here through the button "New Expense".
Step 7: Add Expense
Enter your expense date and select an expense category. Opt for the account for the expense to be settled and choose the payment method. Finally type the expense amount. Should you wish, you can attach a document and leave notes on the description.
Step 8: Expense Details
Once an expense is settled on the account, you can always edit, view the details and delete.
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