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How do I add a bank account in EasyTaxer?

Open Bank accounts and select Add New Bank Account. Enter a name you'll recognise, the bank, the account number and sort code, the starting balance and its date, choose the business, then select Save.

Where to find it in EasyTaxer: Money → Bank accounts

Nothing loads from YouTube until you press play. The video has captions: turn them on with the CC button in the player. You can also watch it on YouTube. The steps below are the text version of this video.

Step by step

  1. Open Bank accounts from the menu. It lists the accounts your transactions are recorded against, starting with the Cash account EasyTaxer set up for the business.
  2. Select Add New Bank Account.
  3. Enter an Account Display Name you'll recognise, the Bank Name, the Account Number and the Sort Code.
  4. Enter the Starting Balance and the Balance as of Date it applies from.
  5. Under Account Scope, choose the business the account is for, or All businesses.
  6. Select Save. The account appears in the list and can be chosen when you add or import transactions.
  7. Select the star on an account's row to make it your default account; new transactions start with it selected.

Steps: the text version of this video

  1. Bank accounts

    Bank accounts lists the accounts your transactions are recorded against. Here's the cash account EasyTaxer set up for this business.

  2. Add New Bank Account

    To add one, select Add New Bank Account. Give it a name you'll recognise, then enter the bank, the account number and the sort code.

  3. Starting balance and business

    Enter the starting balance and the date it applies from, then choose which business the account is for, or all businesses.

  4. Save

    Select Save. The account is added to the list, ready to choose when you add or import transactions.

  5. Default account

    Select the star to make it your default account, so new transactions start with it selected.

What happens next

  • The account can be chosen when you add or import transactions. Select the star on its row to make it your default account.

Related

Checked against EasyTaxer on 26 September 2026. Screens can change between releases; if something here does not match what you see, please tell us.