Add a bank account

Add each business bank account, with its opening balance.

Updated 3 November 2026 · Plain 0.110.0

  1. Go to Banking, select More options, then Add bank account.
  2. Enter a name you'll recognise (for example "Everyday business"), the bank's name, the BSB and the account number. Plain stores only the last four digits on screen.
  3. Enter the opening balance and its date: the balance on your statement at the end of the day before you start using Plain.
  4. Select Add bank account.
Add a bank account.

Plain posts the opening balance to Opening balance equity, so your balance sheet starts correct.