Last Updated:
Aug 10, 2024

🏦

Accounts

Last Updated:
Aug 10, 2024

🏦

Accounts


The Accounts page provides a broad overview of your financial standing. While you might not visit this page frequently, it's a great tool for comparing information between accounts when needed.


Account Types:

  • Cash

  • Checking

  • Savings

  • Investment

  • Credit

  • Debt


Setting Up Your Accounts

  1. Go to the Setup section of the Settings page.

  2. Follow the prompts and fill in all properties from left to right for each account you add.