Recording a Deposit

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Asset and Income accounts are the only accounts that can have deposits recorded.

  1. Click the “New Transaction” drop-down menu and select “Deposit.”
  2. Enter the memo (optional).
  3. Enter the date.
  4. Enter the payee (optional).
  5. Choose your Asset account(s) and enter the deposit amount.
  6. Choose your Income account(s) and adjust the amounts as needed.
  7. If you wish for the deposit to recur, click the “Make recurring” button and then enter your recurring information.
  8. Verify your information in the Debits and Credits sections; then click the “Save” button.
  9. A message will appear to notify you that your deposit is complete.

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