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Mark a Bank Account as favourite

How to create a shortcut to your bank accounts from the Banks dropdown.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated today

You can add your favourite bank accounts so that they appear on your dropdown when you click the Banks tab.

  1. Click the Banks tab.

  2. Click Bank Accounts.

  3. Click the star ⭐ next to the bank account that you want quick access to.

The next time you click the Banks tab, you'll see the Bank Accounts listed. Follow the same steps to remove a Bank Account from this dropdown list.

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