Add bank, card, and cash accounts

Select the right workspace

Check the active workspace before adding an account so its transactions and reports stay in the intended operating context.

Use recognizable details

Add a clear nickname, institution name, account type, currency, and last four digits where appropriate. Avoid entering full account credentials in names or notes.

Set the opening position carefully

Use an opening balance only when you have a reliable statement date and amount. Keep the supporting statement or source record for later reconciliation.

Complete card timing fields

For credit cards, accurate closing and payment timing helps reminders stay useful. Review these details whenever the issuer changes them.

Archive inactive accounts

Archive accounts that should no longer appear in everyday workflows while preserving the history needed to understand earlier transactions.

Review access

Account and transaction visibility follows workspace access. Confirm collaborators have appropriate roles before adding sensitive financial records.