More than one year ago, Bank Accounts tab has been removed and merged into Cash Accounts tab. The main reason was that both tabs were behaving the same way and it felt the right thing to do at the time. It seems like there is a major distinction between cash accounts and bank accounts which means t…

I have a problem…one of my bank accounts became a cash account… I am not sure how to move it to the bank tab ansj64

That means it was always a cash account, because you did not check the box to indicate it was maintained by a financial institution. You can’t move it. So create a new bank account per this new Guide: Set up a bank or cash account | Manager . Then transfer the full balance from the old, incorrectly c…

@Antonio_Sy currently, there is no ability to convert cash account into bank account. If you have only a few transactions, you can just create the account under Bank Accounts tab and then re-code all those cash account transactions under new bank account. If you have many transactions, you will need…

Hi all! I understand the underlying reasoning of this change, although in my case it doesn’t have a major impact. Thing is (there’s always a but for someone) Manager has now a ‘Cash on hand’ (that includes all balance of cash accounts) which I particularly don’t need. So I’ll expose my case and ma…

[image] danielgalindezm: Manager has now a ‘Cash on hand’ (that includes all balance of cash accounts) which I particularly don’t need. If you don’t require the Cash Accounts tab, why don’t you de-select it under Customise.

[image] danielgalindezm: Proposal is to add the possibility to select the control account to be used by the user for the ‘Cash accounts’ the same way we (or I) do with Bank accounts. Certainly, if you want to group bank and cash balances into single control account, it should be supported as …

[image] danielgalindezm: Proposal is to add the possibility to select the control account to be used by the user for the ‘Cash accounts’ the same way we (or I) do with Bank accounts. You can already do that Under Chart of Accounts, in addition to re-naming the default control accounts, crea…

Hi @Brucanna , I see you point, what you mean is to create a NEW control account made of Cash Accounts. But what I’m proposing is to be able to group either Cash or Bank accounts in the same control account. Otherwise, the result will be as your captures above, that is 4 different accounts (2 for …

[17.8.3] Added "Bank Accounts" tab

Topic		Replies	Views
[16.5.6] Merged bank accounts into cash accounts tabs	48	9668	January 18, 2023
[17.9.0] Added 3 new tabs in relation to bank & cash accounts	82	8283	January 18, 2023
Merged bank accounts and cash accounts tabs	28	879	May 10, 2021
Discussion on Bank Accounts and Cash Accounts Tab Release	6	1858	January 18, 2023
Possible renaming of Cash Accounts tab	39	4793	January 18, 2023

[17.8.3] Added "Bank Accounts" tab

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