> 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

Create, update, or retire finance account types. Control liquid cash, online reconciliation, and booking access to keep reporting and payment options correct.

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.