Accounts
Accounts represent where money comes from and goes — bank accounts, cash, credit cards, etc. Use them to organize your financial tracking.
Account Types
| Type | Description | Example |
|---|---|---|
| Asset | What you own | Bank account, cash register, inventory |
| Liability | What you owe | Credit card, loan, accounts payable |
| Equity | Owner’s stake | Owner’s capital, retained earnings |
| Income | Revenue sources | Sales, services, interest |
| Expense | Costs incurred | Rent, utilities, supplies |
Creating an Account
- Navigate to Accounts in the sidebar
- Click New Account
- Enter a name and select the type
- Optionally select a parent account to create a sub-account
- Click Create
Sub-Accounts
Accounts support a parent-child hierarchy. Use sub-accounts to organize your chart of accounts into logical groups:
- A sub-account inherits the same type as its parent
- Example: Bank Accounts (Asset) → Maybank Savings (Asset), CIMB Current (Asset)
- Sub-accounts appear indented under their parent in the accounts list
Using Accounts
When creating a transaction, you can optionally assign it to an account. This helps track:
- Which bank account received a payment
- Which credit card was used for an expense
- Cash register balances
Default Accounts
You can set a default account to pre-fill on new transactions, saving time on repetitive entries.
Related
- Transactions — Assign transactions to accounts
- Reports & Analytics — Account-based reporting
- Import & Export — Bulk import accounts from CSV