Easily filter your accounts and check starting balances for quick insights.
This feature allows you to filter your bank accounts based on their type and view their opening balances, giving you a quick overview of your starting funds for different accounts.
How to View Accounts by Type and Opening Balance
Step 1: From the main menu, navigate to the Banks module.
Step 2: Select the Accounts View
At the top of the bank table, locate the dropdown menu. This menu lets you filter accounts by type. The default view is All.
Step 3: Click the dropdown menu and select the account type you want to view, such as Credit Card or Cash.
The table will update to show only the accounts of the selected type, including key details such as the opening balance for each.
🟡 Important Notes
If you are a new company, you will likely only have minimal opening balances to import.
If you are migrating from a previous accounting system, you must import your closing balances from that system as opening balances in Fynlo to ensure accurate reporting.