How do I add a bank account manually?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Edit Transactions and Configure Accounting Settings.
Where to find it
Settings → Accounting → Add a bank account → Add manually (or Accounting → ⋮ → Link Financial Account).
Steps
- In Add a bank account manually ("Use the accounting features without connecting a bank."), enter Account name.
- Choose Account classification and Ownership scope, and optionally the last 4 digits.
- For an operating account, optionally enter Opening balance (optional) and As of date.
- Click Add account.
What happens next
No toast; the account is listed. An opening balance posts a balanced opening entry to the ledger on that date.
Troubleshooting
"Enter an account name to add it."; "Enter an opening balance of $0.00 or more."; "Enter the opening balance date."; "The opening balance date can't be in the future."
Limits
Manual accounts don't sync; import their activity by CSV or record it by hand.
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