Manage Accounts
Available on: iOS, Android, Web
Tags: accounts, balances, net-worth
Use Accounts to add financial accounts, update balances, and review where your money is stored.
What You Can Do Here
- add new accounts
- review account balances
- update account details
- view archived accounts when available
Tips
- Keep starting balances accurate when creating new accounts.
- Review account details after imports or major edits to confirm everything matches.