Accounts in your budget should reflect where you keep your money in the real world, as well as where you spend from. Some examples may include:

• Credit cards
• Checking accounts
• Cash
• Gift cards

Of course, you may not want to include all of your accounts and cards in your budget, and that’s okay! Including the one(s) you use the most will be the most useful.

Step-by-step Instructions

Add a new account by following these steps:

1. Go to the History tab.
2. Find the list of your current accounts.
3. Click the rightmost button that says “Edit/Add Account”.
4. Click the button at the bottom of your existing account list that says “+ Add Account”.
5. Enter the desired information about your account.
6. Click Save.
7. Go back to the History tab and verify that your new account appears in the list.