How To Set Up Wallet

Modified on Tue, 4 Feb at 5:10 PM

How To Set Up Wallet

Setting up a wallet is essential for managing your digital transactions smoothly. By setting up a wallet, you ensure that your financial activities are streamlined and organized. 



1. Click on Cashflow and select "Wallet"

Click on Cashflow and select "Wallet"



2. Click on Add New

Click on Add New



3. Select a wallet type

Select a wallet type



4. If you chose a bank type then select a bank

Every bank is different, therefore you must create another category for each bank used. 

If you have two accounts associated to the same bank (e.g. 2 Maybank accounts), Make sure to create twice with a different name.

If you chose a bank type then select a bank



5. Enter a name for the wallet

Enter a name for the wallet



6.  Click on "Show advanced settings" for more settings regarding to the wallet

 Click on "Show advanced settings" for more settings regarding to the wallet



7. Enter a description

Enter a description



8. Choose an associated account

Select the category of account for this bank/cash account to tie it up with.

It is acceptable to leave the 'Associated Account' field blank, as the system will automatically assign the most appropriate category to your wallet.

Choose an associated account



9. Check the box to include this account into cashflow calculation

Check the box to include this account into cashflow calculation



10. Check the box to do bank reconciliation for this account

Check the box to do bank reconciliation for this account



11. After completing the steps, you may proceed to set up the payment method for your wallet

After completing the steps, you may proceed to set up the payment method for your wallet



12. Click on Save

Click on Save




Related Guides on Wallet


  • For more information on payment methods, please refer to: Payment Method

 



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