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Adding and Editing Bank Information

If you have more than one account at a single bank, you only need to enter the bank information once and then add the information for each of the bank accounts.

From the Bank Information dialog box, you can view account information for the selected bank by clicking Accounts. For details, see Managing Bank Account Information.

To add bank information:
  1. Click Manage Banks in the Banking section in the task bar on the right.
  2. In the Bank Information dialog box, to add a new bank, click Add.
  3. Type the Bank Name, City, and State. (This information is required.)
  4. Type any other contact information that you have for this bank.
  5. If you do online banking with this bank, type the URL for the online banking web site. Then, type the Login ID and the Password for your online banking account.
  6. Click Save to save the bank information.
  7. If you entered online banking information, select the new account and click the Go To Website link to verify that the information you provided works. Close the browser window.
  8. Then, click OK.
To edit bank information:
  1. Click Manage Banks in the Banking section in the task bar on the right.
  2. In the Bank Information dialog box, select the bank's name in the Banks list.
  3. Update the information in the fields.
  4. To save the updated information, click Save.
  5. Then, click OK.
To delete a bank:
  1. Click Manage Banks in the Banking section in the task bar on the right.
  2. In the Bank Information dialog box, select the bank's name in the Banks list.
  3. Click Delete.
  4. In the confirmation message box, click Yes.
  5. Then, click OK.