Money

Manage accounts and account types

Edit, hide, group and delete your accounts — and pick the type that makes your net worth come out right.

How net worth works

Exactly which accounts count, how investments are valued, and why the number can differ from a simple sum of balances.

How multi-currency works

Every amount stays in the currency it was recorded in. Your base currency is a lens for totals — it never rewrites history.

Edit, categorize and tag transactions

Fix a description, put a transaction in the right category, and use tags to group spending that cuts across categories.

Track budgets and pace

Read the budget cards, understand what "ahead of pace" means, and see where the month's money actually went.