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1. Adding and Deleting Accounts

Add an Account:

• [ ] Add entries for all your banking and payment accounts.

You can treat each bank card as a separate account or create an entry for all savings within one bank or payment system.

Each entry supports all the currencies configured in the Currency settings.

Delete an Account:

• [ ] If any of the accounts are no longer relevant or were added by mistake, either archive them or delete them.

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2. Automation Setup

Open the template for balances (link on the right) and:

• [ ] Configure the +Add my accounts button to add entries for all current accounts upon clicking.

Template:

For easy configuration, right-click and select Open in side peek

• Balance DD/MM/YY