Bookkeeper Documentation
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Managing Accounts

Table of contents

  1. Listing Accounts
  2. Creating Accounts
  3. Updating Accounts
  4. Deleting Accounts

After installation you will need to create accounts to add transactions. Bookkeeper will prompt you to do so.

Overview

Listing Accounts

To list all available accounts go to Accounts from the main navigation menu.

Accounts List

Creating Accounts

To create an account go to Accounts from the main navigation menu and use the New Account button. You may specify the current balance, the currency among other options. If you would like to use an account as the default account, check the default option.

Create Account

Updating Accounts

To update the account select an account from the accounts list. By default the account shows the transactions that are assigned to it. The information about the account can be accessed from the Account tab. You may also access the overview for the account from the tabs.

Update Account

Deleting Accounts

To delete an account use the dropdown options menu from the accounts list. Important: Be careful when deleting accounts as this action will also delete transactions that are assigned to an account.

Delete Account