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Create your first bank account


To create your first bank/financial account in Flare, do the following:

  1. Click Bank in Flare’s main menu (1 below).

    Bank accounts in Flare's main menu

  2. Click the Account dropdown menu (2 above) and click the Add new account link (3). The Add new account window will open.

    Add new bank account form

  3. Enter the account number, account name, and ensure the Active checkbox is checked (4 above).

  4. Click the Save button (5 above).

Once you've added a new bank account, it will appear in the Bank dropdown menu (shown in 2 above) and can also be accessed via Settings > Chart of Accounts as shown below:

Cash and bank in Settings > Chart of Accounts

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