New Child Account

Register a new child account under a holding account. This is typically used to track individual investments held by under an investment platform account, but you can also use this approach to help organise savings and asset accounts.

Dashboard

Click the Accounts option on the dashboard

Goto Accounts Page

Accounts Page

Open the menu.

Select the new account menu option.

Or alternatively use the Ctrl+N keyboard combination.

Select New Account menu option

New Account Dialog

Account Type

In the displayed dialog click the type of account you want to create.

Press Next to move to the next step.

Alternatively use the Alt+N keyboard combination.

If you wish to cancel then press the Cancel button or press Escape.

Choose new account type

Account Name

Give this account a unique name.

Press Next to move to the next step.

Alternatively use the Alt+N keyboard combination.

If you wish to cancel then press the Cancel button or press Escape.

Enter an account name

Financial Institution

If this is a bank account or savings account you can link it with a Financial Institution.

If the list contains the organisation’s name you can just click it.

Choose financial institution

Alternatively you can search the list by just typing, press Enter to pick the highlighted entry.

You can also enter a new name and it will be added to the database.

Press Next to move to the next step.

Alternatively use the Alt+N keyboard combination.

If you wish to cancel then press the Cancel button or press Escape.

Search financial institution

Opening Balance

Then enter the last statement date and opening balance for this account so that we can track balances properly.

Press Next to move to the next step.

Alternatively use the Alt+N keyboard combination.

Opening balance

Account Created

The newly created account will now be visible on the accounts page.

You can click on the account, or press Enter to view the account details.

The account has been created

The newly created account will now be visible on the accounts page.

You can click on the account, or press Enter, to view the account details.

Account details
Last modified July 6, 2020