Bank Accounts Overview
Manage all your accounts in one place
Bank accounts are the foundation of your financial tracking. Add all your checking, savings, and credit card accounts to get a complete picture of your finances. Track balances, monitor transactions, and stay on top of your money across all your accounts.
In This Section
Adding a New Account
Connect your bank accounts to track all your finances
Viewing Account Details
Check balances and see transactions for each account
Editing Account Information
Update account names, balances, and other details
Managing Multiple Accounts
Organize and switch between multiple bank accounts
Account Management Tips
Add All Accounts
Include checking, savings, credit cards, and any other accounts you use regularly for a complete financial picture.
Update Balances Regularly
Keep your account balances current by updating them weekly or after major transactions.
Use Clear Names
Name your accounts clearly (e.g., "Chase Checking", "Emergency Savings") so you can quickly identify them.
Track Different Types
Separate accounts by type (checking, savings, credit) to better understand where your money is held.
Related Topics
Accounts work best when combined with these features