Please follow the following steps in order to setup your MOHID financial module.

1. Create Chart of Accounts. See the article How to create chart of accounts
2. Create Income or Donation Categories. See the article How to create Income or Donation Categories
3. Create Expense or Payment Categories See the article How to add Expense or Payment categories
4. Do Account Association for all income and expense categories. See the article How to associate Income and Expense Categories to Accounts created in Chart Of Account
5. Add all bank information in Account Association Page. You can add as many banks as you want but at the least, add all banks that you are physically using