Accounts

An account is money you spend from day to day: a bank account, the cash in your wallet, a prepaid card. Accounts live in a Money Manager book. Every transaction lands in one account, and money moved between two accounts is a transfer rather than an expense.

Where to find it: in two places.

• The Accounts tab (Accounts tab icon, second in the bottom bar of a Money Manager book) lists every account with its balance.
• To add, edit or delete one, tap the Book icon (top right) → Manage accounts.

An Expense Tracker book has no Accounts tab. It uses a single account behind the scenes, and the Timeline tab takes its place.

Add an account

1. On Manage accounts, tap the Plus button. On an empty Accounts tab, the Create an account card does the same.
2. In a country where bank linking is available, the app first asks How do you want to set up this account?. Choose Manual tracking.
3. Enter a Name. Two accounts in one book can't share a name.
4. Pick a Colour. The colour sets the Account icon shown beside the account's name.
5. Enter the Initial balance, what's in the account right now, or 0 for an empty one. Tap the Positive/negative toggle beside the amount for an overdrawn account, or a credit card with an outstanding balance.
6. Tap Save.

Edit an account

On Manage accounts, tap the account. Change the Name or Colour and tap Save.

Change the starting balance

The starting balance isn't on the account's edit screen. It's an entry in the account's own list of transactions, marked Initial balance and dated when you created the account.

1. On the Accounts tab, tap the account.
2. Scroll to the bottom of the list. Transactions run newest first, so the Initial balance entry is found below them all.
3. Tap the entry to open Edit initial balance.
4. Change the Amount. The Positive/negative toggle beside it makes the balance negative.
5. To change the date the account started, tap the date and pick another. The date can't be in the future.
6. Tap Save.

An account that started at 0 has no Initial balance entry to edit.

Delete an account

Open the account on Manage accounts, tap the Delete icon in the top right, then Delete. Every transaction and transfer on the account is deleted with it, and so are its recurring transactions. A transfer between this account and another one is deleted from both, so the other account's balance changes too.

An account that a recurring transfer uses can't be deleted, even once the recurring transfer has ended. Move each recurring transfer to another account, or delete it, under the Book icon → Transactions → Recurring transfers. Turn off Show active only there to find one that has ended. See Recurring transactions and transfers.

The Accounts tab

The list starts with Book overview, then one row per account. Book overview is the whole book: every account, and any tracker set to count in the book's total. A balance counts settled money up to today. Pending money dated today or earlier shows underneath as an amount to settle. Tap a row to open its transactions. The List toggle in the top bar switches between cards and a compact list.

See also: Books, Transfers, Trackers, Adding a transaction.