FinovaOS supports unlimited bank accounts — you can track current accounts, savings accounts, petty cash, and foreign currency accounts all in one place.
1
Go to Banking → Bank Accounts → Add Account.
2
Enter the account name (e.g., 'HBL Current Account', 'MCB USD Account').
3
Select the account type: Current, Savings, Cash, or Credit Card.
4
Set the currency for this account (useful for foreign currency accounts).
5
Enter the opening balance as of your FinovaOS start date.
6
Click Save Account. It now appears in your banking dashboard and reconciliation list.
💡Tip: Give each account a clear, descriptive name including the bank name. This prevents confusion when recording payments — especially if you have accounts at multiple banks.
Switching between accounts
All bank accounts appear in the dropdown when recording payments, creating vouchers, or doing reconciliation. Simply select the relevant account for each transaction.