Config Process > Pass 3 - rawTxns Worksheets and Balance Sheet
In this pass you are going to get more involved with the Raw Transactions Worksheet and the Balance Sheet. This will involve equations and minor programming requirements for the configuration process.
During Pass 3, you will interact with the following Worksheets...
Raw Txns (1 to 4)
10:15 - Learn all you need to know about setting up the Raw Transactions Worksheet for custom data from your bank
5:45 - Learn all you need to know about adding Rows to your Balance Sheet for additional accounts beyond those allotted by default.
A Visual for Pass 3 > Raw Transactions & Balance Sheet
Written Instructions for Pass 3 > Raw Transactions & Balance Sheet