Add bank account or credit card
When adding a new bank account, you'll first need to create an account in your chart of accounts and then link it to your bank. This offers flexibility but can be a bit tricky, so this guide will walk you through the steps.
🧭 Navigation Menu
🏷️ Example: Adding a new bank account
Let’s start by creating a bank account, and then we'll move on to adding a credit card.
1. Create an asset account in your chart of accounts. Be sure to set the control as Controls at Bank. If you don’t, the account won't be available for selection in Step 3.
2. Navigate to the Banking section and click on the Add Bank button.
3. The asset account you created earlier will now appear for selection. This is often the most confusing step, so double-check that you’ve selected the correct account.
🏁 Conclusion
Congratulations! You have successfully added a new bank account.
♻️ Adding a credit card
To add a credit card, follow the same steps. However, in Step 1, create the account as a Liability account instead.
