Create, edit or delete Accounts

Create an Account -

To create an account navigate to Account→New Account.

You will then be prompted to select which type of account you would like to create:

Bank, Credit Card, Investment, Asset, Liability, or Loan.


After selecting the account type the account creation window will appear. In this window you can enter the account details.


The Account Name, Start Date, Initial Balance, and Currency Type fields are required, all other fields are optional.

If you do not select a “Default Category” for the account, the first existing category in your data set (in alphabetical order) will be selected.

By default the Currency is set as the Base Currency of your data file.

Edit an Account -

To edit an existing account, select the account in the left sidebar so that the account name is highlighted. Then navigate to Account --> Edit Account.

You'll see the 'Account Info' window, where you can amend the account details.


Delete an Account -

To delete an account, select the account in the left Sidebar and navigate to Account->Delete Account

Deleting an account will also delete all transactions associated with that account.

If the account contains transactions, you'll have to confirm the deletion by typing 'yes' into the delete window.