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How to Add a Cash account (Bank Account)



  1. Select the “Account” prompt from the Home tab in the application bar. (see image on the right)
  2. This will open the Cash account window, where you can manage your cash accounts. Press the “+” prompt in the bottom left hand side of the Centre Screen to open the Add Account window.
  3. Fill in the form as required, pressing “OK” to save your changes.
  4. The new Cash Account will now be added to your database