Adding Accounts

    Select My Finances → Accounts in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap Accounts in the bottom toolbar.
    Click Add Account in the top toolbar. The Add Account dialog opens.
    Enter the Name of the account.
    Select the Account Type.
  • Checking: A bank account used for everyday spending and income, such as salary payments and bill payments.
  • Savings: A bank account used to store money for future use, typically with limited transactions.
  • Cash: Physical cash that you keep on hand, such as money in your wallet.
  • Credit Card: A credit account that allows you to spend borrowed money and repay it later.
  • Loan: A debt account used to track borrowed money that is repaid over time.
    Enter the Starting Balance.
  • If the account type is Checking, Savings, or Cash, the starting balance must be 0 or greater. It cannot be negative.
  • If the account type is Credit Card or Loan, the starting balance must be 0 or less. It cannot be positive.
    Click Add.
Important: Once you’ve added an account, you can’t change its account type.Please be careful when selecting the account type.