About Financial Accounts

Financial Accounts allow you to keep track of which bank accounts all your transactions are in. Also, if you have multiple filers in your database, you can link accounts to certain filers to ensure transactions pull to the appropriate report.

Above the list of accounts on the Financial Accounts page are view options: Active, Inactive, or All. If you attempt to remove an active account that has financial activity, the system will instead move it to the Inactive view.

In order to add a new account, click the Add Financial Account button. A new window will appear and will look like this:


**NOTE: The filer drop down will contain a list all the filer committes that have been created in your database. These can be found on the Compliance Reports page.

After completing the fields, click Add Financial Account to return to the list of accounts or click Add & New to add a new financial account.

On the Financial Accounts page, each column has arrows pointing up and down which allow you to sort the column of your choice. To remove the column or make it Inactive, click the red X to the left of the account name.