Add a manual accounting bank account
Create a bookkeeping account for reviewed manual entries or statement imports.
On this page
Open Manage accounts
Open Accounting > Transactions > Manage accounts and inspect existing accounts. Check for the same bank record before adding another one.
Add the manual account
Choose Add account and use the manual account option offered. Enter a clear account name and the requested bookkeeping details, then save.
Add reviewed activity
Use manual transactions or statement import for that account. Check the date, amount and existing records before booking, and inspect the saved entries.
Check the result
- Manage accounts shows the saved manual bookkeeping account and its reviewed entries.
FAQs
Does a manual account automatically download bank activity?
No. A manual account needs reviewed entries or statement imports; automatic downloads require a supported linked connection.
Does this connect my rent payout destination?
No. Accounting accounts track financial activity. Manage collection destinations separately in Payments.