Accounts and cards

Accounts and cards

Accounts and cards keep balances, limits, currencies and calculated operations together so money records can be tied to the correct source.

• Create a separate account or card for each real source of money.
• Set the currency and opening balance carefully.
• Use transfers for movement between your own accounts instead of recording income or expense.

Connected money history

Money records can reference a card or account. This makes balances and project or category analytics easier to verify.