Banking Help

  1. Open the menu and select BANKING
  2. Tap NEW (top right corner)
  3. Make sure the ADDING field shows NEW ACCOUNT. If not, tap and pick NEW ACCOUNT
  4. Type the Account’s Name.
  5. If the account has a balance already, type it in the AMOUNT field.
  6. If the account charges you for withdrawals, type the charge in the CHARGES field
  7. Tap SAVE (top right corner)
  8. Your new account will show in the Dashboard if you scroll to the bottom
  1. Open the menu and select BANKING
  2. Tap NEW (top right corner)
  3. Set the ADDING field to TRANSACTION and TYPE to DEPOSIT
  4. In the TO field select the bookie you’re depositing to
  5. In the FROM field select the bank you are depositing from
  6. Fill in the AMOUNT field with the deposit amount.
  7. If the bookie charges you for deposits (haven’t heard of one yet), type the charge in the CHARGES field
  8. Tap SAVE (top right corner)
  9. You will be taken back to the main BANKING screen where you can see the deposit posted
  10. The Bank and Bookie balance should also reflect the change
  1. Open the menu and select BANKING
  2. Tap NEW (top right corner)
  3. Set the ADDING field to TRANSACTION and TYPE to WITHDRAWAL
  4. In the FROM field select the bookie you are withdrawing from
  5. In the TO field select the bank account you’re withdrawing to
  6. Fill in the AMOUNT field with the withdrawn amount.
  7. If the bookie charges you for withdrawals, type the charge in the CHARGES field
  8. Tap SAVE (top right corner)
  9. You will be taken back to the main BANKING screen where you can see the withdrawal posted
  10. The bookie balance should also reflect the change
  11. Behind the scenes, a Reminder has also been created five days from now to prompt you to check if the withdrawal has hit your account
  12. To complete a withdrawal, tap the PENDING button, tap the withdrawal you want to complete and OK the prompt to confirm. This will add the amount to the Bank balance

Sometimes you may want to transfer some money between bank accounts. Here’s how you can do it in the app.

  1. Open the menu and select BANKING
  2. Tap NEW (top right corner)
  3. Set the ADDING field to TRANSACTION and TYPE to TRANSFER
  4. In the FROM field select the bank account you are transferring from
  5. In the TO field select the bank account you’re transferring¬†to
  6. Fill in the AMOUNT field with the transfer amount.
  7. If the account you’re transferring from charges you for this transfer, type the charge in the CHARGES field
  8. Tap SAVE (top right corner)
  9. You will be taken back to the main BANKING screen where you can see the transfer posted
  10. Both bank accounts’ balances should also reflect the change

You would normally use this function to update a bank account balance following a withdrawal you made for yourself or when Direct Debits come out, etc

  1. Open the menu and select BANKING
  2. Tap NEW (top right corner)
  3. Set the ADDING field to ADJUSTMENT
  4. Select the Bank Account you want to adjust the balance for
  5. Fill in the AMOUNT field with the adjustment amount (this can be a negative value if needed).
  6. The CHARGES field in this case should stay 0.
  7. Tap SAVE (top right corner)
  8. You will be taken back to the main BANKING screen where you can see the adjustment posted
  9. The Bank and Bookie balance should also reflect the change