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How to create subaccounts?
How to create subaccounts?

Need more than one payment account? No problem, create more!

Updated over a week ago

Discover how easy it is to streamline your financial organization by creating subaccounts within Wallester Business. This article provides a step-by-step guide to help you set up subaccounts seamlessly, optimizing your account management for enhanced efficiency.

Create a subaccount:

  1. Go to “Accounts” on the main menu

  2. Click “+ Create Account”

  3. Provide a unique internal name for it

  4. Congrats! Now you have a subaccount

Good to know:

You can make a special account for a certain department to keep track of the money only on the cards that are connected to it. Similarly, they may be tailored to a specific media platform to effectively manage the advertising budget and conduct expense analysis with maximum ease.

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