DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Confused about bank accounts


#1

I created a bank account, but it’s not appearing in my chart of accounts. When I make a journal entry to record a cheque, I can’t select the “bank” account that I created. So I created an asset account in my chart of accounts, which works fine, but I would like to see it in the summary under “cash at bank”. Can someone explain to me (or point me to the documentation) how “bank accounts” work in Manager? Thanks.


#2

Read the Guides here:

http://www.manager.io/guides/receipts-and-payments/

Once a bank account is properly created, you can click on it and have the options to spend, receive, or transfer money directly. While these actions all have equivalent journal entries, Manager implements a bunch of shortcuts to make the process easier. You should really not be using journal entries for bank transactions.