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)
- 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)
- Mark the Header, Detail, Detail Checking or Detail Credit Card field to choose a type for the account. (Account types)
- 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)
- Enter the account's opening balance. This generally is today's balance. (Opening balances)
- 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)
- Click OK.
Related topics
To link an account to a transaction type
To add a foreign currency account
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