How to set up wallet

Modified on Thu, 12 Nov 2020 at 12:39 PM

1. Go to Cashflow menu and select Wallet  

2. Click on “Add New” 

3. Fill in the information required. (Type: Bank, Cash, Others)

4. Click on "Show advanced settings" for more settings regarding to the wallet. (it is okay to leave the "Associated Account" blank, as the system will automatically bind the most accurate category to your wallet) 

5. After you have done, you may proceed to set up payment method for your wallet.

Note 1: Every bank is different, therefore you must create another category for each bank used. 

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

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