Add an account and its balance

Add a checking account, a home or a mortgage, with today's balance.

  1. Open Accounts, then select Add account.
  2. Select a type, like Cash or Savings.
  3. Type a Name, then check the Currency.
  4. Type the Current balance.
  5. Select Create account.

Mortgages, loans and cards go under Debt and take the Amount owed.

AccountsBalances, targets and transfers