Account Balances helps Professional and Business users track cash, bank, and payment movement inside the CRM workspace.
What it can track
- Cash and bank accounts.
- Opening balances.
- Money in and money out records.
- Transfers between accounts.
- Transaction history linked to payment modes.
Good setup habits
- Create only the accounts you actually use.
- Use clear names such as Main Bank, Stripe Clearing, PayPal Clearing, or Cash.
- Keep opening balances accurate.
- Record transfers carefully so balances are not double counted.
Review routine
- Compare balances with real bank or payment provider statements.
- Investigate unusual balances early.
- Keep notes for manual corrections.
Good to know: Cash/bank balances are only useful when records are maintained regularly.