This will walk you through the process of creating or adding an account which was already created. The first section of this help page will walk you through the process of creating a new account. If you wish to add an already existing account click here.
To create a new account
(click here to skip down to adding an existing account)
1. From within Treasury Software click on File > New Account > Create an account.
2. Next select "Create an account + ADD it to your catalog" and select Next.
3. Next give it a name and click Next. This name is just for internal purposes--the name you give it will not be on the actual file.
Tip: You may want to assign a name that identifies the originating bank account.
4. Select Finish as you are now done creating the file.
Note: To toggle between accounts, select File from the top left and you will see all your accounts listed under Recent Accounts. Click on the account name in the white space and the software will take you to that account.
Lastly, do not forget to setup your backups.
Congratulations, you can stop here as you have now successfully added an account and can navigate between all your accounts.
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To add an existing account:
1. From within Treasury Software click on File > New Account > Add an existing account.
2. Next select "Add an existing account to your catalog".
3. Next select the account(s) you would like to add. If you want to add more than one account, you can hold the CNTRL key and click on the different accounts to add and they will all be included.
Click Next
4. Click OK. Congratulations, you are now done.
Note. To toggle between the different accounts, select File from the top left and you will see all your accounts listed under Recent Accounts. Click on the account name in the white space that you wish to work in and the software will place you into that account.
Now you can select any accounts under Recent Accounts. Click on the account name in the white space that you wish to work in and the software will place you into that account.
Congratulations as you have now successfully added a new account.