Skip to main content
October 7, 2022
Question

Manual accounts

  • October 7, 2022
  • 1 reply
  • 0 views

Hi Community
I am connected to my bank's online banking fine, but my mortgage account is not included.
How do I add a manual account, alongside my (online) accounts, so that I can track them together, please?
Thanks
QW

1 reply

October 7, 2022

Hello EchoBeach, 

 

Welcome to the Community page, 

 

All you would need to do is create a new chart of account in order to track it. Accounting>chart of accounts> new> fill all the details in>save and close if you are unsure what to select we advise you speak to an accountant about it.