Finances - Accounts
Overview
The Accounts section manages all your financial accounts including bank accounts, credit cards, cash accounts, and investment accounts.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Accounts
Features
Account Types
- Bank accounts
- Credit cards
- Cash accounts
- Investment accounts
- Loan accounts
Account Management
- Add new accounts
- Edit account details
- Archive accounts
- Set as primary
Account Information
- Account name
- Account type
- Current balance
- Institution name
- Notes
Quick Reference
| Action | Description |
|---|---|
| Add Account | Click Add Account button |
| Edit | Click account name or edit |
| Archive | Use actions menu |
| View Transactions | Click account name |