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Account Setup

The accounts setup feature is where you will setup your financial accounts for your expenses, such as your bank account, credit cards, loans or expense  reimbursements.
Account Setup

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What is the accounts setup?
The accounts setup feature is where you will setup your financial accounts for your expenses, such as your bank account, credit cards, loans or expense reimbursements.

Why do I need to setup accounts?
The account information will be used to track expenses by account and create reports such as the expenses by account report.  This will allow you to track each individual transaction to your accounts to help with account reconciliation. 


Expenses by Account Report

Expenses by Account
Sample Expenses by Account Report created using the account setup.

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