Manage bank accounts

Add the accounts you pay from so every expense ties to real cash.

Bank accounts make your finance numbers trustworthy. Every expense ties to a real source of cash, so you always know how much is in each account.

1. Open the bank accounts section

   Go to Expenses in the sidebar. Scroll to Bank accounts to see every account you've added, with its bank, account number and current balance.

2. Add an account

   Click Add bank account. Enter the bank name (e.g. GTBank), account number, account name and the opening balance if you want Boombiz to track running balances.

3. Set a primary account

   Toggle Primary on for the account you pay most expenses from. New expenses default to this account, saving you a click.

4. Use accounts when recording expenses

   When you record an expense (or approve a claim), pick which account paid from the dropdown. The account's balance updates automatically.

5. Edit or remove an account

   Click any account to update its details, adjust the balance after a reconciliation, or delete it if it's no longer in use.

Open the feature:

• /dashboard/expenses