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Bank account

An account at a bank with no card attached: an instant-access savings account, a currency account, and in a business book — the current account of a sole trader or a company, through which client payments, rent, salaries and taxes flow.

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How to create one

  1. On the “Accounts” screen press + New account.
  2. Type — “Bank account”, currency — the currency of the account at the bank.
  3. Opening balance — the balance on the date you start from.
“+ New account”: name, type, currency and opening balance.
On the phone the form is the same — name, type, currency, balance.

In a business book

The current account is a sole trader’s main account. Contract payments come in through it; rent, purchases, salaries, tax and contributions go out of it. Revenue that lands on it forms the tax base — unlike virtual accounts, which stay out of it.

Bank details — the tax number, the registration number, the BIC, the account and correspondent numbers — are stored not on the account but in the book passport: that is where invoices and acts take them from.

Cash collection — money from the till to the current account — is a transfer, not income: you already recorded the revenue when you received it.

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