{% extends 'base.html' %} {% block title %}{{ title }}{% endblock %} {% block content %}

{{ title }}

{% csrf_token %}
{{ form.name }} {% if form.name.errors %}
{{ form.name.errors.0 }}
{% endif %} e.g., "CIMB Current Account", "Maybank Savings"
{{ form.bank_name }} {% if form.bank_name.errors %}
{{ form.bank_name.errors.0 }}
{% endif %}
{{ form.account_number }} {% if form.account_number.errors %}
{{ form.account_number.errors.0 }}
{% endif %}
{{ form.account }} {% if form.account.errors %}
{{ form.account.errors.0 }}
{% endif %} Select an Asset account from your Chart of Accounts

Opening Balance
{{ form.opening_balance }} {% if form.opening_balance.errors %}
{{ form.opening_balance.errors.0 }}
{% endif %} Enter the starting balance from your bank statement
{{ form.opening_balance_date }} {% if form.opening_balance_date.errors %}
{{ form.opening_balance_date.errors.0 }}
{% endif %}
{{ form.is_active }}
Cancel
Tips
  • Each bank account must be linked to an Asset account
  • Opening balance should match your bank statement
  • Make sure the date is correct for accurate reporting
  • Inactive accounts won't show in transaction entry
Popular Malaysian Banks
  • Maybank
  • CIMB Bank
  • Public Bank
  • RHB Bank
  • Hong Leong Bank
  • AmBank
  • Bank Islam
{% endblock %}