Archive - How do I create a new account?

This is an archived document. Please refer to the more recent knowledge base articles on this page

To add, edit, or delete accounts go to the Tools menu and select Accounts.

Tools_menu.jpg

This will open your Account structure, where you can add, edit, and delete accounts. Deleting an account or category will also delete all transactions in that account or category. You can also print your account setup from this interface.

Add__Create__Edit_Accounts.jpg

Click New to create a new account. You'll then select the type of Account to create- bank, credit card, investment, asset, liability, or loan. For a breakdown of these account types, go here.

Next you'll enter the details of the account, including the currency the category will be denominated in (if different from the base currency), the default category for transactions in the account, and the parent account if you desire.
Account_creation.jpg

If you ever want to close an account, return to this interface and check the "Inactive" box.

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