Setting up an Account

Setting up a Checking Account

1. From the Activities Menu, choose Create New Account

2. Click the type of account you want (Checking)

3. Enter the requested information:

   • Account Name (Checking)

   • Balance ($100.00)

   • as of (today's date)

   • Description (account number)

4. Click "OK"

Your checking account is now ready for use!

Setting up a Savings Account

1. From the Activities Menu, choose Create New Account

2. Click the type of account you want (Savings)

3. Enter the requested information :

   • Account Name (Savings)

   • Balance ($500.00)

   • as of (todays'date)

   • Description (my savings account)

4. Click "OK"

Your Savings account is now ready for use!

Setting up a Credit Card Account

1. From the Activities Menu, choose Create New Account

2. Click the type of account you want (Credit Card)

3. Enter the requested information :

   • Account Name (Savings)

   • Balance ($.00)

   • as of (todays'date)

   • Description (my Credit Card Account)

4. Click "OK"

Your Credit Card account is now ready for use!