> For the complete documentation index, see [llms.txt](https://docs.hostelmate.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hostelmate.co/finance-management/finance-hub/edit.md).

# Manage Accounts

Maintain the list of account types used across the finance portal—from settlement channels to internal cash funds.

## Manage Account Types

The accounts table displays every configured account with details about how it behaves in reporting.

| Name            | Description                                      | Liquid Cash | Booking Access | Is Online | Active |
| --------------- | ------------------------------------------------ | ----------- | -------------- | --------- | ------ |
| Bank            | Bank                                             |             |                |           | ✅      |
| Advance Deposit | All advances and refundable deposits             |             |                |           | ✅      |
| Cash            | Liquid Cash at the hostel                        | ✅           |                |           | ✅      |
| Online          | Payments from Stripe and in Wio Bank             |             |                | ✅         | ✅      |
| vCard           | Payments from Booking or Expedia by virtual card |             |                | ✅         | ✅      |
| POS             | Payments by POS machines                         |             |                |           | ✅      |
| Cash-Collected  | Collected cash by the responsible person         | ✅           |                |           | ✅      |
| Petty Cash      | Petty cash for daily expenses at the hostel      | ✅           |                |           | ✅      |

* **Liquid Cash** flags the accounts that should count toward on-hand cash totals.
* **Booking Access** determines whether the account appears as a payment option when editing bookings.
* **Is Online** identifies accounts reconciled through external gateways.
* **Active** indicates whether the account is currently in use; toggle it off to hide legacy accounts without deleting historical data.

## Common Actions

* **Create**: Use the “Add account type” button to introduce new channels as your operations expand.
* **Edit**: Update names or descriptions to keep terminology aligned across teams.
* **Remove**: Deactivate accounts you no longer use to avoid confusion when logging transactions.
* **Search**: The search bar filters the list instantly, making it easy to find a specific account before editing.