We are closing our checking/savings accounts at one bank and opening up new accounts at a different bank.  How do we do handle that change?

  1. Add the new Bank Account(s) to the bank account list. When setting up the new accounts, the starting balance on the new accounts will be $0.00. See the link below for instructions.
  2. The first transaction posted to the new bank account will be the opening deposit. See the link below for further instructions.
  3. After posting the opening deposit, any other transactions can be posted to the new account.