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Managing Accounts

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You can Enable, Disable, Edit, and Delete your Accounts. All payment transactions are done from any payment account set as the default.

Managing Payment Accounts:

  • Go to the Accounts page from Banking > Accounts.
  • Hover over an account to reveal options – Show, Edit, and Delete.
Managing Payment Accounts: Update the details of a payment account
  • Bulk edit accounts by selecting the checkboxes to reveal Enable, Disable, and Delete options.

Updating an Account

  • Click on an Account to access its details page.
  • Click on Edit at the top right corner.
  • Update the necessary details and Save.

You can create a new Income, Expense, and Transfer by clicking New at the top right corner on the Accounts page.

Use Transfer to send money between your Accounts.

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