Guide
Add a bank or credit card account
Set up each account you want to track and reconcile.
Updated October 26, 2026
- Go to Banking → Bank accounts and click Add account.
- Give it a name (for example RBC chequing) and choose the type.
- Save.
If the account already had money in it before your start date, its starting balance comes from your opening balances or a journal entry.
Then import a statement to bring in transactions.
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