You can create additional checking accounts for specific expense types or vendors, nickname them and then create a virtual debit card to go with it to easily track what money is going where.
You can also use additional savings accounts to more effectively organize and manage accounts with auto transfer rules.
Creating Accounts
If you're an admin on the account, you can create a new checking or savings account right from your homepage/dashboard. Here's how:
- In Accounts table, click on the + to add a new account.
- Select which account you prefer, Checking or Savings.
- Give your account an optional nickname and click Create to save.
- The new account should appear in your list after a few moments, and you can click into it to copy your new account number.
Removing Accounts
To delete a specific checking or savings account, you'll first want to ensure the account has a balance of $0. Then follow these next steps:
- Click on the Accounts tab from the left-hand side of the Dashboard
- Navigate and click on the account that needs to be closed
- Select the vertical ellipses ... beside View Documents
- Click Remove Account
- Confirm you'd like to close the account
Once removed, the account will be permanently deleted and can no longer transact, but you can still see previous statements. You can manage and create new accounts as needed from your Accounts tab.