Keep your payments and expenses organized by adding bank accounts.
Managing bank accounts in Fynlo ensures you always know where payments are deposited and from which accounts expenses are paid. This makes your financial tracking more accurate and transparent, giving you full control over your business cash flow.
Steps to Add a New Bank Account
Step 1: From the main menu on the left, click on Banks.
Step 2: In the top-right corner of the screen, click the + New Bank button.
A pop-up window will appear for you to enter the bank account details.
Step 3: Enter Bank Details
Fill out the following fields in the New Bank form:
Bank Name – Enter the name of the bank.
Account No. – Input the account number.
Currency – Select the appropriate currency for this account.
Description (Optional) – Add a short note or description for reference.
Step 4: Save the New Bank
Once you’ve entered the details, click the Save button.
The new bank account will now appear in your list of accounts.
✅ Success! Your new bank account has been added and is now ready to use for recording payments and expenses.
Notes
Adding multiple bank accounts allows you to track deposits and expenses from different sources.
The system automatically saves your settings, so the bank will remain in your list until deleted.
You can always edit or remove a bank account later if needed.