In the ledger module, you can add your Bank Accounts ledger to Munim.
After doing this, you will be able to match the transactions in Munim books with your bank transactions.
Create Bank Account Ledger:
- Go to the Account module in the left sidebar.
- Click on the Create account button or press Alt+N key
- Select Bank Accounts on the Under group account drop-down list.
Field Information for Bank Account ledger:
| Field | Description | Note |
|---|---|---|
| Under group | Here select the Bank Account. | |
| Account name | Here write your account name. | Mandatory field |
| Short name | Here write your account’s short name. | |
| Here write your account email id. | ||
| Mobile no | Here write your account mobile no. | |
| Account holder’s name | Here write your bank account holder’s name. | Mandatory field |
| A/C No | Here write your bank account number. | Mandatory field |
| IFSC code | Here write your bank IFSC code. | Mandatory field |
| Bank name | Here select your Bank. | Mandatory field |
| Opening Balance | Here put your ledger opening balance. | |
| Is Active? | Here if you select “Yes” then this account is shown in all modules and if you select “No” then this account is not shown in all modules. |
