Add and manage bank and cash accounts
Set up the bank, card and cash accounts your business uses.
Your money accounts are shown as cards under Banking. Each card shows the account's ledger balance and how many lines are still waiting for review.
Add an account
- Open Banking and go to your money accounts.
- Choose the Add an account card.
- Enter the account details and save.
Change or disable an account
Each account card has an edit button to change its details and a disable button for an account you no longer use.
Bank and cash accounts, statement import and reconciliation are included on every plan, including Startup. Bank rules and bank feeds are part of the Pro plan and above.
Tip: When you record an expense, you choose how it was paid: bank, card, cash, or not paid yet. Paid expenses are taken from the account you choose.