To add an account

Accounts > Maintaining Accounts > Creating accounts > To add an account

The Accounts List window should be displayed. (To find the Accounts List window)

  1. Decide what type of account you want to create (asset, liability, etc.) and click the appropriate tab at the top of the window. Then click New. (Account classifications)
  2. Mark the Header, Detail, Detail Checking or Detail Credit Card field to choose a type for the account. (Account types)
  3. Enter a number and name for the account. Even if you've chosen to view your accounts by name, you must enter a number. (Account names and numbers)
  4. Enter the account's opening balance. This generally is today's balance. (Opening balances)
  5. If you want to set up a budget for the account, click the Budgets button and enter the budget amounts in the window that appears. (To manually enter budgets for an account)
  6. Click OK.
Related topics
To link an account to a transaction type
To add a foreign currency account


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