Viewing, editing & deleting a bank register

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Table of Contents

1. View a Bank Register
2. Edit a Bank Register
3. Delete a Bank Register

Viewing a bank register

There are two ways to view a bank register in MoneyMinder.

From the Home Page, click the name of the bank account. This opens that bank account register.

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OR Click the Banking icon in the sidebar.

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Click the Actions dropdown to the right of the bank account.

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Choose View Register from the dropdown.

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Editing a bank register

Click the Banking icon in the sidebar.

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Click the Bank Account Details button to the right of the bank account.

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Make changes. Then click Save.

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Deleting a bank register

Click the Banking icon in the sidebar.

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Click the Bank Account Details button to the right of the bank account.

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Click Delete.

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Note: If there is any activity in the bank account, it cannot be deleted. Any reconciliations and transactions in the account would have to be deleted before the bank account can be deleted.

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