Accounts

Overview of the accounts that make up your net worth, with balances grouped by type.

Account groups

Accounts are shown in three groups:

• Assets: checking, savings, cash
• Liabilities: credit cards, loans
• Tracking: balances you watch but that sit outside the budget, such as investments or a mortgage

Each group shows a running total. Click the arrow on a group row to collapse or expand it. Income and expense categories live on the Plan tab, not here.

Adding an account

Click + Add in the header. Enter a name, choose a type from the dropdown, and click Add. The type sets the account’s path root:

• Asset becomes Assets:, for what you own, such as checking, savings, or cash.
• Liability becomes Liabilities:, for what you owe, such as a loan.
• Credit Card becomes Liabilities:CreditCard:, a liability tracked as a card.
• Tracking becomes Tracking:, for off-budget balances such as investments.

So an Asset named “Checking” becomes Assets:Checking.

Selecting an account

Click an account row to select it. The selected row is highlighted, and the Rename, Change type, Delete, and View records buttons in the header act on it.

Renaming an account

Select an account and click the pencil (Rename) button. The name becomes editable in place. Press Enter to save or Escape to cancel.

Changing an account’s type

Select an account and click the tag (Change type) button to open a menu of the four types. Choosing one moves the account under that type’s root. Changing a liability to a credit card, for example, moves Liabilities:Visa to Liabilities:CreditCard:Visa. The account’s records are also moved.

Deleting an account

Select an account and click the trash (Delete) button. A banner asks you to confirm. If the account is used by records, the banner says how many records will be deleted with it. Click Delete to confirm or Cancel to dismiss.

Viewing account records

Select an account and click the View records button, or double-click the row (long-press on touch), to open Records filtered to that account. The cumulative balance column becomes visible there.

Account balances

Balances are computed from all records in the journal. They update in real time as you add or edit records.