Managing Accounts

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.

• 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.