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  1. Tracking categories for bank accounts

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    1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate seeking options from your community here too.

    Trying to think into this one - when you draw funds these statement lines would be reconciled to an equity account in the business? In theory the Tracking would be recorded when the item is reconciled to this account ? 

    Please do let me know more detail if there's something I'm missing in here? 

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    Michael Harrington commented  · 

    When viewed from a balance sheet perspective filtering on the tracking code currently lists all transactions for assets and liabilities with that code. This would simply mean that cash kept in that bank account, which after all is the most current of current assets, lists with that tracking code. I think this is relatively simple?

    Michael Harrington supported this idea  ·