Accounts
See every bank and credit account, its balance, and its activity in one place.
How to use it
Open Categories (Chart of Accounts) from the left nav to see bank and credit account balances. Add a new account, link it to an external source for automatic syncing, or click into one to view its transaction activity.
Configuration
External syncing requires an External Source connection (see External Sources).
Details
| Menu location | Left nav, Categories (Chart of Accounts). |
| Who uses it | Owners and bookkeepers tracking cash position across accounts |
| Prerequisites | None |
Related pages
See which plan includes Accounts on pricing, or how Count My Bucks compares to QuickBooks.