Adding a Bank, Credit Card, or Cash Account

Set up your bank, credit card, or cash accounts in Officaid to track balances and manage your finances in one place.

Personal vs Business Accounts

Understand the difference between personal and business accounts in Officaid, and learn why separating your finances matters.

Banks in Officaid

Officaid includes banks from around the world, with the option to add your own.

Navigating Your Account

Learn how to use the Overview, Reconcile, and Transactions tabs to manage your accounts in Officaid.

What is Debit and Credit

Learn what debits and credits mean and how they work in Officaid.

Multi-Currency Accounts

Expand beyond borders. Officaid makes working with multiple currencies simple.

Adding an Internal Transfer

Moving money between accounts? Record it in Officaid so nothing gets missed.