Accounts
Balances, account details, and your net-worth picture in one place.
Try it step by step
These steps describe the web app. iPhone controls may differ.
- Open Accounts and add the account type, name, and opening balance, or use the bank connection flow.
- Choose shared or private visibility deliberately. Check the account detail before adding history.
- Compare a credit card’s current balance, statement balance, and due date with the bank’s own statement.
- If a connected bank needs attention, open Manage banks and connections and follow its reconnect prompt. Account differences and other issues appear in Review.
Worked example
Your shared checking account can contribute to the household picture while a private account stays out of other members’ totals. Transfers between your own accounts should be matched so they do not become new income or spending.
Check before you continue
A stale connection is not a zero balance. Check its status and last update before making decisions; your bank remains the source for live balances.
Account cards
Each account shows its current balance, institution, and type. Credit cards show utilization against their limit; the page rolls everything into a net-worth overview.
Account detail
Open an account for its balance trend across ranges from a week to all time, plus its full transaction history.
Shared vs. private
In a household, each account is shared or private. Private accounts — and everything they touch — are invisible to other members in every view, total, export, and report.
Automatic account checks
Connected bank and credit card accounts are checked against the balance your bank reports. Healthy accounts show no badge; an account that is off shows the difference, and a broken connection shows a reconnect prompt. Each one links to the fix.