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Mclowd User Guide for SMSF Trustees

Navigation: Bank Transactions

Adding New Bank Accounts

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If you open a new bank account for your Fund, you will want to add it to the accounts available for selection.

Click the Bank Tab.

Mclowd displays a list of your bank and loan accounts, below which it lists bank transfers

BankScreen

Click the ADD NEW BANK ACCOUNT button. Mclowd displays the Bank Account: New form.

Fill out the form and click ADD ACCOUNT to save.

AddNewBankAcctForm

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