How do I add a Liability/Loan account and link income/expense accounts to it?
You will need to be using Cashbook Connect to continue.
This is a 3 step process:
Step 1: Setup a Liability (Loan) account:
Note: If you are using Cashbook Platinum, the Reporting Group will most likely be either 8-810 or 8-850. If you are working within a consulting group, please check with them as to which reporting group you should use. This can have an affect on advanced budgets and reporting.
For example:
Step 2: Setup an Other Income Account.
For example:
Step 3: Setup an Other Expense Account.
For example: