GuideGetting started
Setting Up Bank, Cash & Card Accounts.
3 min read
Set up the accounts where your business funds actually reside so you can track real-time balances and transfers.
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#Types of Accounts Supported
Framebooks lets you track Bank Current Accounts, Savings Accounts, Cash Registers/Petty Cash, and Corporate Credit Cards.
- Bank Accounts: Link your commercial accounts with account number and branch
- Cash Accounts: Track physical cash in hand, office safe, or petty cash box
- Card Accounts: Monitor corporate credit and debit card spending
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#Adding a New Account
Navigate to Accounts from the sidebar and click "New Account". Enter the account title, institution, starting balance, and currency.
- Set accurate opening balances so your Balance Sheet matches bank statements
- Assign a primary account for automatic client payment settlement
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#Account Balances & Reconciliation
Every time an invoice is marked paid or an expense is recorded, the respective account balance updates immediately in real time.
- View transaction histories for each individual account ledger
- Filter by deposits, withdrawals, and internal transfers
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