Add an account

Add a bank account, card, savings or cash, so every transaction has somewhere to go.

10 steps

  1. Step 1: Open More

    Tap the More tab.

    Step 1: Open More

  2. Step 2: Open Accounts

    Tap Accounts.

    Step 2: Open Accounts

  3. Step 3: Tap +

    Tap the + button.

    Step 3: Tap +

  4. Step 4: Name it

    Tap Account name and type a name you'll recognize.

    Step 4: Name it

  5. Step 5: Choose the type

    Tap Account type.

    Step 5: Choose the type

  6. Step 6: Pick one

    Choose the type that fits. Credit cards and loans also ask for a limit.

    Step 6: Pick one

  7. Step 7: Set the starting balance

    Tap Starting balance to enter how much is in the account today.

    Step 7: Set the starting balance

  8. Step 8: Enter the amount

    Type the balance, then tap Done.

    Step 8: Enter the amount

  9. Step 9: Create the account

    Tap Create account.

    Step 9: Create the account

  10. Step 10: It's ready

    Your new account appears in the list, and you can pick it when you add a transaction.

    Step 10: It's ready

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