Basic details
Inside each account in the app you can manage and track your finances with a wide range of features. You also have the ability to set an account as a favorite, pin it on the account list for easy access, or hide its balance if you want to keep the information private. or avoid temptation of spending your savings. Additionally, the app will show recent transactions and future transactions in each account for a clear overview.
Some account types offer unique options. For example, credit card accounts allow you to set spending limits, specify a payment date, and record actual payments. Meanwhile, off-budget accounts provide simpler functionality, letting you update balances without affecting your main budget.
Here’s a breakdown of the available options and what they do:
Edit: Modify account details such as the account name,, or other basic settings.
New Credit or Refund: Record any credits or refunds that add money back into your account.
Import Transactions: Import transaction data from external sources like your bank to keep your records up-to-date.
Currency: Adjust the currency for the account, useful when managing multiple currencies.
Account X-Ray: Review your account for discrepancies between the app's balance and your bank’s balance, ensuring accuracy.
Transaction Management: Reorder, reconcile, and organize your transactions to keep your financial overview accurate and organized.
Show Daily Closing Balance: Displays the closing balance for each day, giving you a clear picture of your daily financial changes.
Account Type: Change the type of account (e.g., Checking, Savings, Credit) for better organization and categorization.
Export Recent Transactions: Export a summary of recent transactions for reporting or sharing purposes.
Archive / Delete: Archive an account that you no longer use but may need to reference later, or delete the account entirely if no transactions are associated.
New Income: Record new income directly into the account, such as a salary payment or freelance income.
New Transaction: Add new expenses or purchases that impact the account’s balance.
New Transfer: Record transfers between accounts, such as moving money from savings to checking.
Adjust Balance: Manually adjust the account balance in case of discrepancies or to reflect actual bank figures.
Notes: Attach notes to your account for reminders or additional information related to transactions.
Balance Alert: Set notifications to alert you when your account balance drops below a specified threshold.
Add Reminder: Create reminders for important tasks related to the account, such as upcoming payments or transfers.
With these operations, you can manage your accounts efficiently while keeping track of both past and upcoming transactions. The flexibility of pinning, hiding balances, or marking favorites ensures that the most important accounts are always within reach.
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