Accounts

How to Use

Accounts

At first, enter all the business accounts you use for all sorts of transactions. Each income or expense will be added or deducted from one of the selected accounts.

How to Add Account

  • Go to Accounts page from side navigation.
  • On the top right corner, click “Add Account”.
  • Enter the account name
  • Enter the opening of that account.
  • Click “Add Account” button.
  • A green toaster will appear on bottom right corner with text “Account added successfully.” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Account

  • Go to Accounts page from side navigation.
  • All Accounts are listed, click the edit icon in front of the account you want to edit.
  • A Form will pop up with prefilled details of that account.
  • Update any field you want to edit.
  • Click “Edit Account” button.
  • A green toaster will appear on bottom right corner with text “Account edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Account

  • Go to Accounts page from side navigation.
  • All Accounts are listed, click the delete icon in front of the Account you want to delete.
  • Click “Yes” to confirm that you really want to delete that Account.
  • A green toaster will appear on bottom right corner with text “Account deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.