- 1
Open Accounts
Go to Cash & Bank → Accounts (/cash-and-bank/accounts), then click 'Add Account'.
Tips- Cash & Bank must be enabled for your plan/firm to appear in the sidebar
- 2
Enter account details
Set up the account you want to track.
What to enter
Field Type Description Example Account Name* text A label for the account Firm Current A/c Account Type* select Bank or Cash Bank / Cash Bank Name text Name of the bank State Bank of India Account Number text Bank account number — IFSC Code text Bank IFSC SBIN0001234 Opening Balance number Starting balance 100000 - 3
Save
Save the account. Its balance updates automatically as payments are recorded against it.
Tips- Use the account view to see its transaction history