How Do I Add Another Bank Account?

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
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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.
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