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How to add and view financial accounts

Maria avatar
Written by Maria
Updated over 10 months ago

How to add and view financial accounts

2. Click "Money" in "Finances" menu

3. Click "Accounts" tab

4. Click "Add Account"

5. Select a brand to associate this account with and type in nickname for it

6. Select a type of this account

7. Fill out the desciption for it (this is optional)

8. Click "Save" when you are done

9. If you have multiple accounts, you can establish a default by clicking this star next to the respective account.

Once created, you can associate Payments and Expenses with the appropriate Account, when editing the expense


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