How do I add a bank account?

You will have a bank account ready for payments.

Before you start

You need the write permission. Do not create a ledger account for it first.

Steps

1. Open Bank Accounts and press add.
2. Enter name, IBAN, currency and opening balance (with its date).
3. Tick Set as default if payments should land here.
4. Save.

What you will see

The account appears, with a ledger account under assets.

If something goes wrong

• It cannot be edited, deactivated or deleted afterwards.
• The default cannot be changed later.
• A non-zero opening balance posts a real entry.