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DETAILS
Accounts
An account represents a real-life financial account you may own at a bank or credit card institution.
FAQs
How can I rename an account?
To rename an account, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Edit" near the top-right of the page.
  3. Enter the new name, and submit the form.
How can I edit the balance for an account?
To edit the balance for an account, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Edit" near the top-right of the page.
  3. Enter the appropriate current balance for the account and save. The initial balance will be automatically adjusted behind the scenes and you don't need to worry about explicitly calculating that number.
How can I delete an account?
To delete an account, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Delete" near the top-right of the page.
How can I mark an account as closed?
To mark an account as closed, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Edit" near the top-right of the page.
  3. Click the "Status" dropdown and select "CLOSED". Then, submit the form.
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:
  1. Search for the account using the searchbar at the top of the page.
  2. Select the desired account.
  3. Click "Restore Account".
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:
  • Click Add > Account.
  • Select type as "Loan", then submit the form.
  • Once the account is created, click "Edit" and enter the loan balance as a negative amount.
Next, you can enter transactions into this account to track activity on your loan:
  • Loan payments: These should be recorded as transfers from the source account to the relevant loan account. Transfers affect your account balance and net worth, but do not affect your spending or income.
  • Interest accruals: These should be entered as an expense, so they show up in your Reports and Budgets.
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:
Current balance
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.
Projected balance
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.