How do I create a Manually Tracked Account?

Navigate to the section Accounting > Transactions > Money In or Money Out
Click the gear icon
Navigate to the Banks & Integrations screen
Under ‘Manually Tracked Accounts’, click ‘+ Add Bank Account ’
Enter the Account Name and Mask (the last 4 digits of the account)
Select the Account Type
1. Business Bank Account
  1. Choose this option for dedicated business bank accounts
  2. Tracking an account as a ‘Business Bank Account’ will create an asset account in the Chart of Accounts and Balance Sheet
2. b. Business Credit Card
  1. Choose this option for dedicated business credit cards
  2. Tracking an account as a ‘Business Credit Card’ will create a liability account in the Chart of Accounts and Balance Sheet
3. Personal Bank Account
  1. Use this option to manually enter or import business transactions from a personal bank account
  2. Transactions associated with a 'Personal Bank Account' will be reflected in the Equity section of the Chart of Accounts and Balance Sheet
4. Personal Credit Card
  1. Use this option to manually enter or import business transactions from a personal credit card
  2. Transactions associated with a 'Personal Credit Card' will be reflected in the Equity section of the Chart of Accounts and Balance Sheet
Click 'Save'