Accounts - Count My Bucks

Q: What is Accounts?

See every bank and credit account, its balance, and its activity in one place.

Q: How do I use Accounts?

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.

Who it's for

Owners and bookkeepers tracking cash position across accounts

Key benefits

Balance and activity per account, and rolled up across companies
Link accounts to an external data source (e.g. Plaid)
Drill into an account's transaction history

Overview

Accounts lists every bank, credit card, and cash account tracked in the company, with current balance and recent activity. In consolidated mode it rolls balances up across every company you manage.

Read the full documentation for Accounts ->

Related features

See how Accounts fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.