Accounts: track multiple statements
Keep checking, savings, and each credit card in its own space.
Most people move money across four to six places. Accounts (sometimes called vaults) let you keep each one separate while still seeing the whole picture.
How accounts work
Each account is a container for statements from one real-world account — your checking, a savings account, or a specific credit card. Statements you upload land in the account you're currently viewing, and every view (Overview, Transactions, Recurrent, Calendar) is scoped to that account. Switch accounts from the switcher at the top of the dashboard.
How many you can have
| Plan | Accounts |
|---|---|
| Free | 1 |
| Personal | Up to 5 |
| Pro | Unlimited |
Creating an account
- 1
Open the switcher
Click the account name near the top of the dashboard.
- 2
Choose "New account"
Give it a clear name —
Chase Checking,Amex Gold,Household— so statements are easy to file. - 3
Add its statements
Upload or forward the statements that belong to it. They stay filed under that account.
Keep household and personal accounts separate to avoid mixing shared and individual spending. You can always export any single account, or all accounts combined, to Excel.
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