Good day, charles-finsoft-.
You'll need to set it up on your Chart of Accounts. Let me show you how:
- Go to the Accounting tab and select Chart of Accounts.
- Click the New button. Select Bank as the Account Type, choose Detail Type, and enter a Name.
- Tap Save and close.
In addition, you can connect your bank account to automatically download the recent transactions. This is most helpful and time-saving when categorises bank transactions.
Post again here if you need anything else. Stay safe!
