> For the complete documentation index, see [llms.txt](https://docs.crewcost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crewcost.com/documentation/accounting-transactions/deposit.md).

# Deposit

The Deposit form in CrewCost allows you to record funds received into a specific account. Use this form to log incoming money, assign it to the correct destination account, and attribute each line item to a payee and source account. The **Deposit Amount** updates automatically based on the items added.

### Access the Deposit Form and Fill in the Essentials

The **Essentials** section contains the required fields that identify the deposit. To open a new Deposit form, follow the steps below.

1. Click **+ New** in the top-right corner of any page.
2. Under the **Other** column in the dropdown menu, click **Deposit**.
3. Confirm or update the **Transaction date** field. It defaults to the current date. Click the calendar icon to select a different date.
4. Review the **No.** field. It is auto-populated with a sequential number. Edit it only if your workflow requires a custom reference number.
5. Click the **To Account** dropdown and select the destination account.

<figure><img src="/files/vqN0PGeyEA1N5ThXRMzT" alt=""><figcaption></figcaption></figure>

### Add or Remove Items and Fill In Additional Information

The **Items** section is where you record each individual deposit line. Each line requires a payee, a source account, and an amount. Follow the steps below to add one or more items.

1. In the first item row, click the **Payee** dropdown and select a payer or payee from the list. The list shows vendors and agencies from your records.
2. Click the **From Account** dropdown in the same row and select the source account. You may also click **Create a new account...** at the top of the list if the account does not yet exist.
3. Enter the value in the **Amount** field for that row. The **Deposit Amount** in the top-right corner updates to reflect the total.
4. To add another line, click **+ New Item** (either the button in the top-right of the **Items** section or the dashed-border button at the bottom of the list. A new row appears.)
5. To delete an item, click the **trash icon** in the **Actions** column of the row you want to remove and click **OK** to confirm the deletion, or **Cancel** to dismiss the prompt without changes.
6. Type any relevant internal notes for this deposit in the **Notes** field.
7. Click **Save** in the bottom-right corner to save the deposit.

<figure><img src="/files/frgpycdis6eEFfOmAyzR" alt=""><figcaption></figcaption></figure>

Once saved, the deposit is stored in CrewCost with the transaction date, reference number, destination account, and all line items recorded.

### See Also

Keep exploring our platform by taking the next step:

* [Connect Bank Accounts via Plaid](/documentation/accounting-configuration/connect-bank-accounts-via-plaid.md): Connecting your bank account through Plaid allows CrewCost to securely sync financial transactions directly from your financial institution.
* [Manage and Match Bank Transactions](/documentation/accounting-configuration/manage-and-match-bank-transactions.md): Review, add, match, transfer, or exclude bank transactions automatically as needed.