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 your bank register in MoneyMinder.

From the Home Page, click the name of the bank account you’d like to view. This will take you directly to that bank account register.

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OR Click on the Banking icon.

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Then click Register underneath the bank account register you’d like to access.

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Editing a bank register

Click on the Banking icon in the toolbar.

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Then click the Edit button to the right of the bank account you’d like to edit.

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Make changes. Then click Save.

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Deleting a bank register

Click on the Banking icon in the toolbar.

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Then click the Edit button to the right of the bank account you’d like to delete.

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Click Delete.

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Note: If there is any activity in the bank account, MoneyMinder will not let you delete it. You would first need to delete any reconciliations and transactions in the account.

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