How To Post Entries Just To My Bank Account

Please note that this process is also covered by the Easy Steps component, a new functionality available to Home Accountz V3 users

You can make entries to a single bank account from the Accounts, Balances and Budgeting screen. To do so, please follow the steps below:

Accounting Software screenshot enter individual account transactions 1

Accounting Software screenshot enter individual account transactions 1

  1. Click on the Accounts, Balances and Budgeting icon (or select Accounts>Accounts, Balances and Budgeting from the main menu),
  2. Click the Transactions tab.
  3. Expand the tree structure and select the relevant account e.g. Bank.
Accounting Software screenshot enter individual account transactions 2

Accounting Software screenshot enter individual account transactions 2

  1. In the right hand panel, click on the add transaction icon.
  2. Add the details of the transaction. In this example, we have added a transaction for payment made from the Bank to the Electricity Company for £99. As the money is coming from the Bank, 99.00 is entered in the Amount From field.