Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Adding a New Account

Learn how to add a new financial account to track in Personal Finance Tracker

Adding accounts helps you organize and track your finances across different banks, credit cards, and investment platforms. Follow these steps to add a new account.

1

Navigate to Accounts Page

Click on your profile picture or name in the top right corner to open the profile dropdown menu. Then select "Bank Accounts" from the menu. This will take you to your accounts overview page.

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2

Click Add New Account

On the Accounts page, click the "Add Account" button. This will open the account creation form.

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3

Enter Account Name

Enter a name for your account in the "Account Name" field. This is a required field and will be displayed throughout the app.

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💡 Tip

Use a descriptive name that helps you identify the account, like 'Chase Checking' or 'Savings - Emergency Fund'.

4

Select Account Type

Choose the appropriate account type from the dropdown menu. Available types include:

  • Checking: For everyday checking accounts
  • Savings: For savings accounts and money market accounts
  • Credit: For credit cards and lines of credit
  • Investment: For investment accounts, retirement funds, etc.
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5

Enter Initial Balance

Enter the current balance of your account in the "Initial Balance" field. This is a required field. Enter the amount as a decimal number (e.g., 1234.56).

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💡 Tip

Enter the current balance of the account. You can update this later if needed.

6

Add Account Number (Optional)

Optionally, you can enter your account number in the "Account Number" field. This helps you identify which physical account this represents and will be displayed on the account card.

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7

Create the Account

Once all required fields are filled in, click the "Create Account" button. You'll see a success message and be redirected back to the Accounts page where your new account will appear.

If you change your mind, click the "Cancel" button to go back without saving.

What's Next?

After adding your account, you can start recording transactions associated with it. The account balance will automatically update as you add income and expenses.