Adding and Managing Accounts

From the dashboard, click Add Account. Fill in the following fields:

• Account Name— A label that helps you identify this account, for example "Everyday" or "Savings".
• Account Number — Optional. Recorded for your reference only; it is not used to connect to any bank.
• Current Balance — The balance of the account right now. This is the starting point for all forecasts.
• Balance Date — The date that balance figure applies to.
• Description — Optional notes about the account.

Click Save to create the account.

Open the account you want to change and click Edit. Update any of the fields and click Save. Changing the balance or balance date will immediately affect all forecasts for that account.

It is good practice to update the balance regularly so that your forecasts start from an accurate figure.

Open the account and click Delete. You will be asked to confirm. Deleting an account removes it along with all of its transaction rules, entries, and share invitations. This action cannot be undone.

On the free plan you may own one bank account. If you need more accounts, upgrade to a paid plan from your account settings. Collaborator access to accounts shared with you does not count toward your limit.