Add Bank Accounts

To add bank accounts, click the Accounts tab > click the Add an Account button. 



Enter the appropriate information to fill out the form, including the type of account and the account name.

When you are finished, select Add Account.
 
Few fields are actually required; however, it is recommended for record keeping to fill in all known fields. 





Repeat this same process for as many accounts as you may have.  After the bank account has been added, you have the ability to adjust the starting balance.  

At any time in the future you can add more accounts by following the instructions above, or edit accounts by going to the Accounts tab right-click on a bank account select Edit Account.


To assign default income and expense accounts to a property: go to the Properties tab >right-click and select Edit Property for any properties that you want to assign an account to.



In the Income Account drop-down option on the edit screen, select the bank account that you want to assign as the income account for the properties. 

In the Expense Account drop-down option on the edit screen, select the bank account that you want to assign as the expense account for the properties.

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