Add financial accounts

Once you add a financial account, you can use the account information to record income, expenses, and transfers.

  1. From the company setup menu, choose Financial Accounts.

    Note: If you use OnBalance Express and want to connect the account to bank feeds, click Connect Account in the panel that opens. If you do not want to connect the financial account, click the Or manually enter account details and transactions link. The New Account panel will open, where you can add your account information to OnBalance.

  2. Click New Account.
  3. Enter the account information.

    Note: The Starting Balance field is not a required field, but you can enter a balance that you would like to use as a starting balance in OnBalance in this field.

  4. Click Save.

To add a financial account, do one of the following.

  • Tap > Financial Accounts >
  • Tap More > Settings > Financial Accounts >

Note: If you use OnBalance Express and want to connect the account to bank feeds, choose Connect Account when you add a financial account.


To add a financial account, do one of the following.

  • Tap > Financial Accounts >
  • Tap More > Settings > Financial Accounts >

Note: If you use OnBalance Express and want to connect the account to bank feeds, choose Connect Account when you add a financial account.

The availability of some or all of these features depends on your OnBalance bundle.


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