Your accounts

Every account in one place with its balance, grouped, with archived ones kept apart.

Every Your accounts feature

Archive an account you've closed: it leaves the lists and pickers but keeps its history, and can be restored.
- Edit account → Archive account, then confirm.
- Restore it under Archived.
Make an account yourself: its name, kind and opening balance, with currency, budget, opening date, bank, group, picture and colour under Appearance & details.
- Tap + → Add by hand.
- Save account.
An account with no entries can be deleted; one with entries can only be archived, and says why.
- Edit account → Delete account, then confirm.
Change an account's name, bank, group, picture, colour, currency, opening balance and whether it counts in your plan.
- Open the account and tap Edit account.
Group accounts under names you choose; net worth shows each group's share.
- Set an account's group in its details.
Checking, savings, credit cards, loans, cash, investments, and any other asset or debt.
- Choose the kind when you add the account.
All 8 in Account kinds
- Anything you own with a value, like a house.
  Choose asset as the kind.
- A wallet of cash.
  Choose Cash as the kind.
- An everyday bank account.
  Choose Checking as the kind.
- A card; its balance is what you owe.
  Choose Credit card as the kind.
- An investment or retirement account's balance.
  Choose Investment as the kind.
- Anything you owe that isn't a card or loan.
  Choose debt as the kind.
- A loan; its balance is what you owe.
  Choose Loan as the kind.
- A savings account.
  Choose Savings as the kind.
Add an account: connect a bank (read-only) or add one by hand.
- Tap + on Accounts.
- Pick Connect a bank or Add by hand.
An account left out of your plan shows an Off budget label; it still counts in net worth.
- Turn off Include in the budget in its details.
On a wide screen your accounts and the chosen account sit side by side.
- The first account opens beside the list.
Shown at a computer’s width.