How do I add a New Account?

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  1. Click the gear icon in the menu bar at the top of the screen. Select "Chart of Accounts."

  2. Click the "+ New Account" button.  Once you click on Assets, Liabilities, Income or Expense you will see this icon just below the account type you clicked on.

                    
  1. Enter the name and account number. Indicate whether or not you can write checks from this account(applies to Assets only).  Note:  All account types will give you the option to enter an initial balance.

  2. Click the "Submit" button.

  3. Once you have added in all your accounts click on "Save Changes" to save your accounts.  A confirmation popup will appear showing you the changes that you have made.

  4. Clicking on "Confirm" will save your account updates.  Clicking on "Discard Changes" will not save any of your changes.

Note:  It is important to note that you will not be able to add initial balances to newly created Asset or Liability Accounts once you have completed your first Bank Account Reconciliation process.

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