Accounts and Bank Accounts

As of 24th December 2013 version 2.0 is no longer available for purchase. This is a general discussion and self help section for version 2.0, for people to post stuff they have found useful.
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BankTree Support
Site Admin
Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Accounts and Bank Accounts

Post by BankTree Support »

I am trying out BankTree and it looks like the right package for me but

a) I cannot see the Account Transaction page! I have entered bank, account and payee data.

b) Why does the bank account number go with the bank data rather than the account data?
BankTree Support
Site Admin
Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Post by BankTree Support »

1) The account transaction page is accessed by double clicking the account, on the account page.

2) You can have different accounts not related to a bank account. i.e a credit card account for example. In this case you do not associate the account with a bank account.
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