Accounts
Balances, account details, and your net-worth picture in one place.
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.
Reconciliation
Reconcile an account against your bank statement to confirm the books tie. Reconciled balances are the backbone of trustworthy reports.