Banking

The Banking feature allows users to manage bank account information such as balance, transactions, and transfers.

Use Case

With the Banking feature, users can easily manage bank account information, record bank transactions, and transfer funds between bank accounts.

Managing Bank Accounts

1. Navigate to the “Banking” tab.
2. Click on the “Add Account” button.
3. Enter the bank account details such as account name, bank name, and account balance.
4. Click “Save” to add the bank account.

Recording Bank Transactions

1. Navigate to the “Banking” tab.
2. Select the bank account for which you want to record a transaction.
3. Click on the “Add Transaction” button.
4. Enter the transaction details such as transaction type, date, and amount.
5. Click “Save” to record the transaction.

Transferring Funds between Bank Accounts

1. Navigate to the “Banking” tab.
2. Select the bank account from which you want to transfer funds.
3. Click on the “Transfer” button.
4. Enter the transfer details such as the transfer amount and target bank account.
5. Click “Save” to transfer the funds.

.