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Add or edit a bank account

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How to add or edit a bank account in Sage Accounting Start.


You can add as many bank accounts as needed to manage your business’s transactions and cashflow. For example, you may add accounts for your business’s petty cash, savings, credit cards, and loans.

What you need to know

  • You cannot change the account type, for example, from Current to Credit Card
  • You cannot change the category assigned to the bank account. A category is assigned automatically each time you create a new bank account
  • If you enter an opening balance, a new opening balance transaction is created and appears in your bank activity and categories
  • You cannot delete a bank account after you have entered transactions. If you no longer use the bank account, set it to inactive to prevent new transactions being entered for it Inactive accounts still show in reports and completed transactions. Read more about inactive bank accounts