Introduction to Accounts

Account in Board typically refers to an account in a bank, but also to a cash register or petty cash. For the best use of Board, add all Accounts needed to obtain the full picture of your financial situation and business results, be it your cash balance, cash flow, outstanding debt, etc.

When adding an Account to Board, you can choose from three options to obtain account balance and transaction history:

(1) automated sync with your actual bank account,

(2) semi-automated import of transaction history files, or

(3) recording your transactions manually.

For each Account added, make sure to correctly set the Account type (current account, credit card, etc.) and available credit (credit card or overdraft limit), as well as how you want to see the account balance (actual or available balance).

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