Viewing Account Details
Learn how to view and understand your account information
Your accounts page displays all your financial accounts in one place, making it easy to monitor balances and account status at a glance.
Access the Accounts Page
Click on your profile picture or name in the top right corner to open the profile dropdown menu. Select "Bank Accounts" from the dropdown. This displays all your accounts in a grid layout.
View Account Cards
Each account is displayed as a card containing the following information:
- Account Name: The name you gave the account
- Account Type: Displayed as a colored badge (Checking, Savings, Credit, or Investment)
- Current Balance: The account's current balance in large, bold text
- Account Number: If provided, shown below the balance
- Status: Shows whether the account is Active or Inactive
Understanding Account Type Colors
Account type badges are color-coded to help you quickly identify different account types:
- Blue: Checking accounts
- Green: Savings accounts
- Red: Credit accounts
- Purple: Investment accounts
Check Account Status
At the bottom of each account card, you'll see a status indicator:
- Active (Green): The account is currently active and available for transactions
- Inactive (Gray): The account is inactive and may not be used for new transactions
Empty State
If you haven't added any accounts yet, you'll see an empty state message with a button to add your first account. Click "Add Account" to get started.
Start by adding your primary checking or savings account first.
Pro Tip
Your account balances automatically update when you add transactions. Check the Accounts page regularly to stay on top of your finances and ensure all balances are accurate.