How to Add/Edit/Delete Bank

Banks are the master list you attach bank accounts to. Open the Banks page to manage them.

Add or edit a bank

1. Click Add Bank (or the edit icon on a row).
2. Enter the Bank Name and Short Code, then Save Bank.

Import ready-made banks

Click Import Banks, tick the banks you need, and Import Selected — they’re copied into your list as editable copies.

Delete

Use the delete icon. A bank can’t be deleted while it’s used by a bank account or cheque book — remove those first.