To create your first bank/financial account in Flare, do the following:
- Click Bank in Flare’s main menu (1 below).
- Click the Account dropdown menu (2 above) and click the
- Enter the account number, account name, and ensure the Active checkbox is checked (4 above).
- Click the 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:
- Set up a bank feed to auto-download transactions.
- Learn about Bank transactions.