Input

This doc will teach you how to input your Accounts data into Cash Compass. This will include:

1. Creating a new Account
2. Adding a balance update to an existing Account

Creating a new Account

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Don't worry, all fields can be updated later, so if you don't fill out all the fields accurately, you can always come back and update them.

1. Open the Accounts menu in the top navigation bar and click on the New Account link.
2. Fill out the create Account form.

Field Name	Usage
Account Type	Groups accounts in the list view.
Label	Helps you identify the account.
Description	Helps you identify the account.
Current Balance	The account's current balance. Estimate or leave as 0 if the balance is unknown.
Closed	If the account is closed with your financial institution, check this box.

3. Click the Create button.

Adding a balance update to an existing Account

There are two ways to add a balance update to an existing Account:

1. From the Account detail page (single Account update)
2. From the Update Balances page (multiple Accounts update)

From the Account detail page

1. Open the Accounts menu in the top navigation bar and click on the All Accounts link.
2. Click on the Account you want to update.
3. Update the Updated Balance field with the new balance. Below the field is the last updated date and balance.
4. Click the Update button.

From the Update Balances page

1. Open the Accounts menu in the top navigation bar and click on the Update Balances link.
2. Update the balance field for each Account you want to update. Below the field is the last updated date and balance. This is a great way to update multiple Accounts at once without having to navigate to each Account detail page.

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Accounts marked as Closed will not be included in the list of Accounts on the Update Balances page.