An account represents a real-life financial account you may own at a bank or credit card institution.
Frequently Asked Questions
How can I rename an account?
To rename an account, please follow these steps:
How can I edit the balance for an account?
To edit the balance for an account, please follow these steps:
How can I delete an account?
To delete an account, please follow these steps:
How can I mark an account as closed?
To mark an account as closed, please follow these steps:
Can I view transactions in an account that has been marked as closed?
Transactions in closed accounts are still there in your transaction list. You can search for them, or see them if you select the appropriate time period.
You can find closed accounts by searching for them. Once you find the account, you can view all the transactions in that account, and even restore the account.
How can I restore a closed account?
To restore a closed account, please follow these steps:
How should I track loans and debts (e.g. mortgage, student loan)?
We recommend tracking each loan as a separate account with a negative balance. That way, it is tracked as a liability against your Net Worth.
To create a loan account, please follow these steps:
Next, you can enter transactions into this account to track activity on your loan:
Note that this is a guideline. We know for a fact that different techniques work for different users, so feel free to get creative with this suggestion :)
What does "Projected Balance" of an account mean?
If you have pending transactions, you will see two balances associated with an account:
This is the current account balance as of today which only includes transactions that have cleared your bank. It does NOT include pending or future-dated transactions.
This is the projected balance that will be available for spending, taking into account manually entered future-dated transactions and pending transactions that haven't yet cleared your bank.