Show me a how-to walkthrough in the app
Adding a New Account
Step 1: Click CHART OF ACCOUNTS on the left navigation.
Step 2: Click ADD ACCOUNT.
Step 3: Fill out all required fields and click SAVE.
Adding a New Sub Account
Step 1: Click CHART OF ACCOUNTS on the left navigation.
Step 2: Click ACTIONS next to the account and select GO TO SUB ACCOUNTS.
Step 3: Click ADD ITEM.
Step 4: Enter the CODE, DESCRIPTION, and select the ACCOUNT to link the sub account to. And select the CURRENCY if needed.
Step 5: Click SAVE.
Note: If you'd like to set the code as a default for expense and non-expense accounts, save the code first, then enable it from the ACTIONS drop down.
Editing an Account
Step 1: Click CHART OF ACCOUNTS on the left navigation.
Step 2: To edit a detail account, click EDIT from the Actions drop-down menu. To edit a header account, click EDIT HEADER ACCOUNT from the Actions drop-down menu for any detail account that falls under it.
Step 3: Make necessary changes and click SAVE (Only the description of the header account can be changed).
Deactivating/Deleting an Account
Step 1: Click CHART OF ACCOUNTS on the left navigation.
Step 2: Click EDIT from the Actions drop-down menu.
Step 3: To deactivate the account, uncheck the Active box and click SAVE.
To delete the account, click DELETE.
Accounts can only be deleted if they are not in use by the budget or for a transaction.