Bank
Cash & Bank
Click on the Banking tab, the first tab is Cash & Bank
Choose Cash & Bank
![cash-and-bank-bank-chose-cash-and-bank](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-chose-cash-and-bank.jpg)
List of Cash and Bank Accounts
![cash-and-bank-bank-list-of-cash-and-bank-account](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-list-of-cash-and-bank-account.jpg)
You can create / edit Bank Account/Bank Liability.
- Spend Money
- Receive Money
- Transfer Money
- Import Bank Statement
Create New Bank Account
Click on the Bank Account tab to create new bank account
![cash-and-bank-bank-click-on-the-bank-account-tab](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-click-on-the-bank-account-tab.jpg)
Fill in the details and save to add a new bank or cash account; this is manual process to adding an account. Alternatively click on the Online tab to create and link Bank account
![cash-and-bank-bank-fill-the-details-and-save-to-add-a-new-bank](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-fill-the-details-and-save-to-add-a-new-bank.jpg)
Select Service 2 in India
List of Banks will appear, select your bank
![cash-and-bank-bank-list-of-bank-will-appear](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-list-of-bank-will-appear.jpg)
Select Netbanking and Enter details
Spend Money
![cash-and-bank-bank-spend-money](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-spend-money.jpg)
Click on Spend Money Tab to enter details about payment made.
![cash-and-bank-bank-click-on-spend-money-tab-to-enter-details](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-click-on-spend-money-tab-to-enter-details.jpg)
Click on settings icon to open Customization Setting page
Receive Money
Click on the Receive Money tab
![cash-and-bank-bank-click-on-receive-money-tab](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-click-on-receive-money-tab.jpg)
Enter details about money received
![cash-and-bank-bank-enter-details-about-receive-money](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-enter-details-about-receive-money.jpg)
Click on settings icon to open Customization Setting page
Transfer Money
![cash-and-bank-bank-transfer-money](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-transfer-money.jpg)
Click on the Transfer Money tab to enter details of fund transfer from one bank to another or use the same for cash deposit and cash withdrawals
![cash-and-bank-bank-click-on-transfer-money-tab](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-click-on-transfer-money-tab.jpg)
Import Statement
![cash-and-bank-bank-import-statement](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-import-statement.jpg)
Click on the Import Statement Tab
![cash-and-bank-bank-click-on-the-import-statement-tab](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/12/cash-and-bank-bank-click-on-the-import-statement-tab.jpg)
This page shows the fields required in the bank statement file for uploading the file
File must contain at least the Mandatory fields