Accounts

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An account represents a real-life financial account you may own at a bank or credit card institution.
FAQs
How can I track the value of my home in my Net Worth?
To track your home or other real estate properties you own, please follow these steps:
  1. Click Add > Account > Add a House to add a real estate account. For properties in the USA, we support syncing the property value with Redfin.
  2. If you have a mortgage on the property, add another account of type "Loan". Set it's balance to a negative number, indicating it's a liability.
  3. When you make mortgage payments, enter that as a transfer from your source account to the loan account.
How can I rename an account?
To rename an account, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Edit" near the top-right of the page.
  3. Enter the new name, and submit the form.
How can I edit the balance for an account?
To edit the balance for an account, please follow these steps:
  1. Navigate to the account by clicking on it in your list of accounts in the sidebar, or searching for it.
  2. Click the balance amount under the account name.
How can I delete an account?
To delete an account, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Delete" near the top-right of the page.
How can I mark an account as closed?
To mark an account as closed, please follow these steps:
  1. Click on "Accounts" in the left sidebar, then find the relevant account in the list and click on it. Alternatively, search for the account using the search bar at the top.
  2. Click "Edit" near the top-right of the page.
  3. Click the "Status" dropdown and select "CLOSED". Then, submit the form.
Can I view transactions in an account that has been marked as closed?
Transactions in closed accounts are still there in your transaction list. You can search for them, or see them if you select the appropriate time period.
You can find closed accounts in two ways:
  • Sidebar: At the bottom of the accounts list in your sidebar, you will see a section named "Closed". Click to expand it and see all your closed accounts.
  • Search: Type in the name of the account in the search box at the top of the page.
Once you find the account, you can view all the transactions in that account, and even restore the account.
How can I restore a closed account?
To restore a closed account, please follow these steps:
  1. Search for the account using the searchbar at the top of the page.
  2. Select the desired account.
  3. Click "Restore Account".
How should I track loans and debts (e.g. mortgage, student loan)?
We recommend tracking each loan as a separate account with a negative balance. That way, it is tracked as a liability against your Net Worth.
To create a loan account, please follow these steps:
  • Click Add > Account.
  • Select type as "Loan", then submit the form.
  • Once the account is created, click "Edit" and enter the loan balance as a negative amount.
Next, you can enter transactions into this account to track activity on your loan:
  • Loan payments: These should be recorded as transfers from the source account to the relevant loan account. Transfers affect your account balance and net worth, but do not affect your spending or income.
  • Interest accruals: These should be entered as an expense, so they show up in your Insights and Budgets.
Note that this is a guideline. We know for a fact that different techniques work for different users, so feel free to get creative with this suggestion :)
How can I receive alerts if my account balance is too low?
To receive alerts when your account balance falls below a certain amount, you can configure the "Alert Threshold" for the relevant account. The setting is available under Settings > Alerts, and also on each individual account page by clicking "Edit".
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