New Account
Dashboard
Click the Accounts option on the dashboard
Accounts Page
Open the menu.
Select the new account menu option.
Or alternatively use the Ctrl+N keyboard combination.
New Account Dialog
Account Type
In the displayed dialog click the type of account you want to create.
Press Next to move to the next step.
Alternatively use the Alt+N keyboard combination.
If you wish to cancel then press the Cancel button or press Escape.
Account Name
Give this account a unique name.
Press Next to move to the next step.
Alternatively use the Alt+N keyboard combination.
If you wish to cancel then press the Cancel button or press Escape.
Financial Institution
If this is a bank account or savings account you can link it with a Financial Institution.
If the list contains the organisation’s name you can just click it.
Alternatively you can search the list by just typing, press Enter to pick the highlighted entry.
You can also enter a new name and it will be added to the database.
Press Next to move to the next step.
Alternatively use the Alt+N keyboard combination.
If you wish to cancel then press the Cancel button or press Escape.
Opening Balance
Then enter the last statement date and opening balance for this account so that we can track balances properly.
Press Next to move to the next step.
Alternatively use the Alt+N keyboard combination.
Account Created
The newly created account will now be visible on the accounts page.
You can click on the account, or press Enter to view the account details.
The newly created account will now be visible on the accounts page.
You can click on the account, or press Enter, to view the account details.
