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.