How do I link a bank account to an account in my books?

Deline asks for it the first time you record a payment from a connected bank account (Record this) or press Reconcile this account. Under Account in your books, choose the bank account from your chart of accounts and press Use this account. You do this once per bank account.

  • L2 · Explanation
  • WhereAll countries
  • WhoOwner
  • PlanBasic and up
  • Timeabout 1 min

Why is the link needed?

Your books need to know which of their accounts the money moved through. "Choose the bank account in your books that this bank account belongs to. It is set once and used for every payment and statement of this account." Once it is set, Deline shows In your books: followed by the account.

Can I change the link later?

No. The link is fixed once it is saved, and Deline does not offer a way to change it. Check the account before you press Use this account.

Who can link it?

Only the owner. Everyone else sees "The owner links this bank account to the books once. Ask the owner."

If something goes wrong

  • "Your chart has no bank account yet. Add one in Chart of accounts.": add the bank account to your chart (see Add an account to your chart of accounts), then come back.

Explanation written from the Deline app's own screens and texts (build 81cd9f8f3 (Deline eff8230ba)); it has no steps to check.