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Harshini Harsthavaram

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September 25, 2023

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Product FAQs

How to add a bank account on the web

How to add a bank account on the web

Step 1: Go to "Settings".

Click on the “Settings” icon on the left dashboard.

‍Step 2: Click on “+New Bank Details”.

Now, select the “Bank Details” option from the menu and click on "+New Bank Details".

A new form appears. Here, enter and confirm the basic details, like account number, IFSC code, bank name, and branch name.

Note: You can always add or edit the details later.

Step 3: Fill in the other required details.

Fill in other details, such as UPI ID, opening balance, UPI number, and notes.

Note: You can also make this bank account default by switching on the toggle bar below the “Default” option.

Step 4: Click on “Save & Update”.

Now, click on the “Save & Update” button present at the top right corner of the screen.

Congratulations! You have successfully added a new bank account. A pop-up will appear on top of the screen informing the same.

From now on, you can use this bank account whenever you create a new transaction.

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