BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Bank Accounts

Connect/define bank accounts and reconcile them. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Banking → Accounts → New.
  2. Set name, type and opening balance.
  3. Reconcile against statements regularly.
GAAP note. Opening balance posts DR Bank / CR Opening Balance Equity.
Try it now
Recording script (for video producers) 
TITLE: Bank Accounts  (target 2 min, Basic)
HOOK (0-5s): "Connect/define bank accounts and reconcile them."
ON SCREEN: open /banking/accounts/new
STEP 1 — say: "Banking → Accounts → New."  (show the matching click)
STEP 2 — say: "Set name, type and opening balance."  (show the matching click)
STEP 3 — say: "Reconcile against statements regularly."  (show the matching click)
GAAP CALLOUT: "Opening balance posts DR Bank / CR Opening Balance Equity."
CLOSE: "That's it — you can try it now from the button below."