Skip to main content

Accounts

Overview​

Accounts are the basic building blocks of accounting. They are used to categorize the financial activity of your business. You can create accounts for your assets, liabilities, equity, income, and expenses. You can also create sub-accounts to further categorize your financial activity.

Account View​

Account view

You can see data of the account by clicking on the "Accounts" button in the main menu and in the account table double-click on the account you want to view.

The app knows 3 types of accounts:

  • Bank accounts (checking, savings, etc.)
  • Cash accounts (cash register, etc.)
  • Online accounts (PayPal, Stripe, etc.)

Account view includes functions for editing, and deleting accounts.

Create account​

Adding a new account is simple by clicking on the "New Account" button from the overview of all accounts.

View edit account

Edit account​

Editing an account is simple by clicking on the "Edit" button from the overview of the account.

View edit account

Delete account​

Deleting an account is simple by clicking on the "Delete" button from the overview of the account.