Additional Tips for Accounts

Tip 1 - Track loan fund transfers

  • Although Board also supports Loan account types, we recommend not to use it. Instead track the loan fund transfer and the following repayments as they appear on your current account - making sure that these records are properly categorized.

 

Tip 2 - Accounting system for transaction history

  • In case you have access to an accounting system that tracks all money movements, you may use the system as a source of transaction history for Board. Use CSV file import in such a case.

 

Related

  • Categories
  • Cash Flow Management
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