Bank Accounts

What it does

Bank Accounts lets you add all your financial accounts — current accounts, savings, credit cards, PayPal, and petty cash. Each account tracks its own balance and transaction history.

Key actions

• Add bank accounts, credit cards, and cash accounts
• Set opening balances and account currencies
• View account-level transaction history
• Edit or deactivate accounts

Getting started

Go to Banking > Accounts. Click "New Account", choose the type, enter the name and opening balance, then save.