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Your financial picture, in one place.

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Overview

Your dashboard

Balances and net worth are calculated from your dated financial history.

Account Settings

Financial position

Net worth summary

As of

Net Worth

— Included accounts only

Total Assets

— Included asset accounts

Total Liabilities

— Included liability accounts

Accounts

Your accounts

Add an account

Its type determines whether it is an Asset or Liability.

Account name Account type Balance Enter the ordinary balance, including a minus sign if needed. Balance effective date Transactions before this date stay in history but do not change this account’s balance.

Include in the entire financial-position summaryApplies to the account’s entire history.

Edit account

Account details

Update the current name, account type, or financial-position setting.

Account name Account type Only types with the same Asset/Liability classification are available.

Include in the entire financial-position summaryApplies to the account’s entire history.

Balance

Set the account’s start-of-day balance and the date balance tracking begins.

Balance Enter the ordinary balance, including a minus sign if needed. Balance effective date Transactions before this date stay in history but do not change this account’s balance.

If changed, this creates a new auditable balance version and recalculates which transactions affect historical balances and reports.

Account status

Danger Zone

Permanently delete this account

This is not archiving. It permanently removes the account and every complete financial transaction involving it. Historical balances, reports, budgets, Net Worth, and planning records may change.

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Your financial picture, in one place.

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Your dashboard

Net worth summary

Your accounts

Add an account

Account details

Account details

Balance

Account status

Permanently delete this account

No financial accounts yet

Assets

Liabilities

Delete account permanently?

This deletion will permanently: