The Accounts panel on your Dashboard will show information for the accounts you have with your financial institutions. This information is imported the first tim...
To provide an accurate picture of your finances, you should add accounts from every institution you have a financial relationship with. After all, you can’t ...
Maybe one of your financial institutions doesn’t support our software, or you’ve paid off a mortgage, so there isn’t an online account for it. If so, add a manua...
Deleting an account Removing an account from the system will delete all account data: balances, transactions, etc. This cannot be undone. Tap the menu icon in ...
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