Welcome to Landlord Vision Learning Lounge

Search the articles and help guides below 

Adding a Bank Account

Last modified:

Click Banking from the left hand menu > Accounts > Green + and choose add bank account from the menu

Account Name
- What you would like the account name to be in your system
- Who are you banking with, choose from the drop down
Sort code
Account Number

Opening Balance - Most people will choose to start entering data into Landlord Vision from a given day, usually the start of the current tax year. enter information If you want to set your bank balance to be the amount you had on that day If you have previous transactions use this guide
Status -
is this account active or Archived

Why don't you try the video guide  - Adding Bank Accounts

Is this article helpful for you?