Accounts

  • Accounts Tool Overview - Mobile

    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...

  • Adding Accounts - Mobile

    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 ...

  • Adding Manual Accounts - Mobile

    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 Accounts - Mobile

    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 ...