Types of the Accounts

When you create an account in Board, you can choose from these options:

  • Cash - use this account type to track your cash transactions and balance of your cash register(s) or petty cash
  • Current account - use this account type to represent your current (checking) account in your bank
  • Account with overdraft - use this account type in case your bank current (checking) account comes with an overdraft limit
  • Credit card - use this account type for your tracking your credit card transactions, credit balance and yet available credit
  • Saving account - use this account type for savings, or term deposit accounts
  • Loan - use this account type to represent your existing loan account at your bank.
  • General - use this account type for any kind of assets where you want to track your money movements manually
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