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Banking Module


Creating new Bank Account

  1. To create a new bank account, select Banking -> Create new account.
  2. Fill all the details.
  3. Account type: Account type is the type of your bank account
  4. for example,
    To create credit card account, select account type as "Credit card".
  5. Opening balance is optional.
    Your account will be created with zero balance if the opening balance is not specified.
  6. Your account will be created with the given opening balance if opening balance is specified.

Setting default bank account

You can set default bank account as follows,

  1. To create a new bank account, select Banking -> Create new account.
  2. Fill all the details.
  3. Account type: Account type is the type of your bank account and choose account type except Credit Card.
  4. Opening balance is optional. Your account will be created with zero balance if the opening balance is not specified. Your account will be created with the given opening balance if opening balance is specified.
  5. Check set default bank account.
  6. and click create button.


Setting default check account

You can set default check account as follows,

  1. To create a new bank account, select Banking -> Create new account.
  2. Fill all the details.
  3. Account type: Account type is the type of your bank account and choose account type as checking account.
  4. Opening balance is optional. Your account will be created with zero balance if the opening balance is not specified. Your account will be created with the given opening balance if opening balance is specified.
  5. Check Set default check account.
  6. and click create button.