Accounts help you track where your money comes from and where it goes, allowing you to organize expenses by payment method—Credit Card, Debit Card, or Cash. Add your cards or select “Cash” to keep your finances organized and easy to manage.

Once your accounts are set up, you can quickly assign them to your expenses for a clearer financial overview.

How to Create an Account

To create an account, press the + button in the top-right corner and follow these steps:

1. Enter the Account Name – This could be the name of your credit card or a custom name that will appear when adding expenses and in the Reports section.

2. (Optional) Add the Bank Name – You can include the bank name for better organization.

3. Select the Account Type – Choose between Credit Card or Debit Card.

4. For Credit Cards:

   • Add the Closing Date and Payment Due Date.
   • Enable Reminders to receive notifications for these dates.

5. Save – Your account is now set up!

6. Start Using Your Account – You can now associate this account with any expense.

7. Track Your Spending – In the Reports section, you’ll see how much you’ve spent using this payment method for the current month.