Managing Accounts

Accounts in dreamteam.ai represent your real-world financial accounts - bank accounts, credit cards, payment processors, or even cash on hand. Each account tracks its own balance and transactions.

Organizing your money into separate accounts helps you see exactly where your funds are and how money flows through your business.

dreamteam.ai supports several account types to match your business needs:

• Checking - Your primary business bank account for daily operations
• Savings - Reserved funds for emergencies or future investments
• Credit Card - Track credit card spending and payments
• Cash - Physical cash or petty cash funds
• Investment - Business investment accounts
• Other - Any account that doesn't fit the above categories

1. 1

   Navigate to Accounts

   Click on 'Accounts' in the sidebar, then click 'Add Account' or go directly to /accounts/new.

2. 2

   Enter account details

   Provide a name (e.g., 'Business Checking'), select the account type, and enter the current balance.

3. 3

   Save your account

   Click 'Create Account' to save. Your new account will appear in the accounts list.

Account balances update automatically as you add transactions. Here's how it works:

• Income transactions (positive amounts) increase the balance
• Expense transactions (negative amounts) decrease the balance
• Initial balance is what you enter when creating the account

You can edit account details at any time by clicking on an account in the list. Update the name, type, or make balance adjustments as needed.

Deleting an account will also remove all transactions associated with it. Be careful when deleting - this action cannot be undone!