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Accounts and Transfers

Accounts show where money is held or spent, account detail totals, and whether an account should be included in total balance.

Accounts

Use accounts to separate cash, cards, bank accounts, wallets, and other places where money moves.

  1. Open Accounts.
  2. Review total balance and cashflow health.
  3. Tap add account.
  4. Enter account name.
  5. Enter initial balance.
  6. Choose account icon.
  7. Save.

Account Details

Review one account to understand income, expenses, net flow, starting balance, and related transactions.

  1. Tap account.
  2. Review income, expenses, net flow, initial balance, and transactions.
  3. Tap edit to update account.
  4. Tap delete to remove account.

Ignore Account From Balance

Exclude an account from total balance when it should remain trackable but not affect your main balance view.

  1. Open account edit.
  2. Enable ignore-from-balance option.
  3. Save.

Outcome: Account remains usable but excluded from total balance.

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