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Steps to add a new bank & log bank transactions



Step 1: First let’s look at how to add a new bank account. In settings, just click on ‘’Add Bank’’ as shown in the screenshot below.

Add Bank



Step 2: Fill out the required information and click on save button.

Add Bank Save



Done, now let’s look at how to add a bank transaction NOT related to invoices or expenses.
Step 1: To add and view bank transaction that are NOT related to an invoice or expense, please click in the action icon as shown below.

Bank Transaction



Step 2: A transaction form opens-up, from dropdown select the type of transaction that you want to log. For example, if you wish to log a cash deposit, select “Cash deposit” from the drop down.

Bank Transaction Types



Step 3: Fill out the required information and click on save button. Similarly, you can log a cash withdrawal as well.

Bank Transaction Save



If you hold multiple accounts for your same business, you can log inter account transactions as well.
Step 1: To log a fund transfer from one account to other account of the same business, please select “inter account” in the transaction type drop down and in the next drop down, please select account to which the funds are being transferred as shown in the below screenshot.

Inter Account Transaction



Step 2: Fill out the required information and click on save button.

Inter Account Transaction Save



Step 3: After saving the transaction you can view all the transactions in the listing.

Transaction List



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