How do I add new budget codes, bank accounts, jobs (categories) to Reep?

The only way to amend your Budget Codes, Bank Accounts or Enterprises within Reep is to add them into your accounting software and re-import into Reep.

Each time you re-import your cashbook data into Reep your Budget(s) and Cash Flow projections are updated to reflect the cashbook changes as follows:

  • Actuals history data is fully replaced
  • New Codes, Enterprises and/or Bank Accounts are imported
  • If you amend a Code, Enterprise and/or Bank Account, these changes are imported
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