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Accounts

Overview of all accounts and their balances, grouped by type.

Accounts view

Account groups

Accounts are organized into hierarchical groups:

  • Assets: checking, savings, cash
  • Liabilities: credit cards, loans
  • Income: salary, freelance, interest
  • Expenses: spending categories

Each group shows a total balance. Expand to see individual accounts.

Viewing account records

Click an account name to navigate to Records filtered to that account. The cumulative balance column becomes visible.

Account balances

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