Creating a bank account in Shine is easy, just follow this guide.
Create a bank account
Go to Settings (⚙️)
Select Accounting > Edit chart of accounts
Click on Create account
Enter the basic information
Select the account type Bank
Enter the account number within the bank category
Enter the name of the new bank account (preferably a relevant name such as Operating account)
You can provide a possible description of the account (e.g. Payment of operating expenses)
When all information is entered, complete by clicking on Save account
You will then have the option to fill in your bank details.
If you want to know more about regular account creation, please read our dedicated article Create an Account in Account Plan (see related articles below).