Manage Bank Accounts

To manage the username and passwords of Accounts in Liscio, navigate to the Accounts page.

1. Search for the specific Account and click on it to open the account information.
2. Navigate to the Accounting tab at the top of the Accounts section.
   
3. There are three different tabs here. Navigate to the Bank Accounts tab.
   
   
4. The Bank Accounts tab displays a list of bank accounts.
5. To add a new account, click Add a New Account on the far right and fill in the empty fields:

• Bank Name
• Routing #
• Account # (encrypted)
• Account Type
• Website
• Notes (e.g., 'Use this account to pay bills')
• Decide if this account is used for monthly ACH auto payments

6. Click Save
7. To edit a Bank Account, hover over the account and click the Pencil icon.
8. To delete a Bank Account, hover over the account and click the Trashcan icon.