How to Add a Petty Cash Account in Xero
- George Apostolov
How to Add a Petty Cash Account in Xero: step-by-step guide
On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.
Choose 'Bank Accounts' from the list of options.
After that, click 'Add Bank Account'.
Click 'Add Without Bank Feed' in the top-right corner.
Tap 'Continue' to accept the terms and proceed.
Provide the necessary account details, particularly the Bank Name, Account Name, Account Type, Account Number, and Currency of the petty cash account you wish to add. Enter them one by one into their respective input.
Once done, review your input and click 'Add Account'.
After completing these steps, the petty cash account will be added instantly.
Quick answer: To add a petty cash account in Xero, navigate to Accounting and select Bank Accounts. Click Add Bank Account, choose Add Without Bank Feed, and accept the terms. Enter your account details including Bank Name, Account Name, Type, Number, and Currency, then review and click Add Account to finish.
About this Xero tutorial
Set up a petty cash account in Xero by entering your bank details and choosing the Add Without Bank Feed option. This guide shows how to add a Petty Cash Account in Xero in 8 steps, starting with "On Xero's main dashboard, head over to the top menu bar and click 'Accounting'" and finishing with "After completing these steps, the petty cash account will be added instantly". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add a Petty Cash Account in Xero?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add a Sick Leave Request in Xero, How to Add a Superannuation Fund in Xero and How to Add a Supplier in Xero. Last reviewed 05 Oct 2026.
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