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EchoBeach
Oct 7, 2022 1:07 PM UTC
Question

Manual accounts

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

Ashleigh1
Oct 7, 2022 2:58 PM UTC

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. 

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