Add an Account

It’s best to add an Account with a positive balance first so that you can budget it into an Envelope. 

Step 1

Click Accounts to navigate to the Accounts page. This icon is located on the bottom menu of mobile and tablet devices or located in the the left hand menu for use on a desktop.

Step 2

On the Accounts Page, there will be a + icon at the top of the page, click that to add a new Account.

Step 3

Fill out the form to create a new Account including the Name of the account as well as the current balance.

Close Menu