If you have balance in your bank and credit card accounts when you start using it then you need to add that amount with your conversion balance. In case you are opening your bank or credit card later, you need to use a spend or receive money transaction, or you...
In Clickentry you can show or hide your bank account on your dashboard. The dashboard is user-specific so you can select the account you want to see. Show the Bank Accounts on the Dashboard In the Account menu, select Bank Accounts. Go to the bank account you want to show on the dashboard. Select the Show on Dashboard Watchlist checkbox. Hide...
The balance of your statements and balance of Clickentry might be different. The main reason for this can be that you may have created an account transaction in Clickentry but haven't imported the corresponding bank statement line or vice versa. About the Statement Balance and Balance in Clickentry Basically the statement balance in Clickentry is the sum of...
There are some recognized banks where direct feed is available to pull in the statements from bank automatically. Whereas in others, you have to manually import statements yourself. Add a bank account In the Account menu, select Bank Accounts. Click on the Add Bank Account dropdown button and select Bank Account option. Start typing in Your Bank field, it will show all...
You can delete a bank account only If there is no transaction or statement associated with it. Otherwise, you can archive the account Edit a Bank Account You can edit a bank account to update the account details. In the Account menu, select Bank Accounts. Go to the Bank Account you want to edit. Click on the Edit...
You can enter or update information about credit card transactions. You can also record bank transactions to a credit card. What you Need to Know You can set up a credit card as a bank account in Clickentry. The credit card account is treated as an asset because it is set up in Clickentry as a...
