How Do I Add Another Bank Account?
There are two ways to add a new bank account to your file.
Duplicating your bank account
This is a helpful trick if you want to add a new account with the same column headings.
- - Be in your current account in either money in or out
- - Click on [Tools] in the top left
- - Select [Options]
- - Then select [Duplicate Account] and record the new account name
- - Click [Save]
- - When you go back to the Dashboard the new account will be listed
Adding a new bank account from the Dashboard
This will create an account with default columns.
- - On the Dashboard click [Add] under the bank accounts
- - Select the business template from the drop-down box best suited to your business, Click [Next]
- - Enter the name of the bank account, you can enter up to 10 new accounts, click [Next]
- - Click [Next] to continue
- - When you go back to the Dashboard the new account will be listed.
Related Articles
How Do I Import My Bank Statement for Bank Reconciliation? UK
A Bank Reconciliation is simply a process that matches your Money In and Money Out Records with your Bank Account. It is an important process because it provides you with a check as to the accuracy of your records and can therefore save your ...Formatting your downloaded bank statement
1. Download a file from your Bank’s website to use as a template. 2. Click on the [Add New] button to set your default Financial Institution. 3. Browse to the Bank file that you downloaded. Open the file. Your data will be displayed on the left side ...How Do I Reconcile Against My Bank Statement?
What is a Bank Reconciliation? A Bank Reconciliation is simply a process that matches your Money In and Money Out Records with your Bank Account. It is an important process because it provides you with a check as to the accuracy of your records and ...How Do I Reconcile My Cash Account?
A Cash Reconciliation is simply a check that the Cash on Hand per your Records equals the Actual Balance of Cash on Hand. This can be done as often as you wish. The Cash on Hand per your Records automatically calculates from the Opening Cash Balance ...Move transactions to another account or month
To move a single transaction, right click on the grey box at the left side of the line you wish to move. To move multiple transactions, click in the grey selector box at the left side of the row for the first transaction. 1. Then hold down the ‘Ctrl’ ...
Popular Articles
How Do I Update My Payment Details? UK
Need to change your credit card details? Log on to our shop and update your subscription so you don't lose access to Cashflow Manager. This takes about five minutes. If you already know your password for the shop, log in at this link my account: ...How Do I Run Cashflow Manager on an Apple Mac? UK
Cashflow Manager is a Windows-based program. However, the MacBook, MacBook Pro, Mac Mini and the iMac computers have the capability of converting to the Windows PC platform via two methods. Option 1: Using software called “Boot Camp” which can be ...How do I download and install the program from the website?
Visit the Australian or UK Downloads Centre and select the version you wish to install. If you already have a Cashflow Manager icon pinned to your desktop/taskbar, please remove it before downloading. 1. Click [Save] to save the downloaded file to a ...How Do I Set Up The Inventory Section?
Inventory Items make it easy to prepare your invoices and provide you with management information to help run your business. Some features of the Inventory are only available in the Cashflow Manager GOLD edition. However, both versions of Cashflow ...How do I set up Customers?
When you click on the (Invoice) Tab on the Dashboard, the (Customers) tab will appear. If you are in another Invoice section, click on the (Customers) tab to open it. This consists of: Customer List: The Customer List is the main window of the Sales ...