New/Edit Account Page

  • Name – A description for the account.
  • Type
    • Budget – An account that will be included in the To Budget amount to budget into Envelopes. Accounts such as checking, savings, credit cards, or cash.
    • Reporting – An account that is only used to track the money in it and will not be included in the amount to budget. Accounts such as savings bonds, loans, etc.
  • Balance – When creating a new account this will be the starting balance of what’s currently in the account. When editing an account, this will just reflect the current balance of the account and will not be editable.
  • Notes – Any information you would like to include about this account.
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