Context
Personal household contextNo organization selected
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Role OWNERTour mode
Context
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Accounts
Create accounts, review balances, and record transfers with clear history.
Filter by account type and search by account or institution.
| Account | Type | Institution | Balance | |
|---|---|---|---|---|
| Primary checking | Checking | Pacific Bank | $15,420.00 | |
| Emergency savings | Savings | Pacific Bank | $28,400.00 | |
| Rewards card | Credit card | Summit Card | $6,120.00 | |
| Auto loan | Loan | Harbor Lending | $17,800.00 | |
| Taxable portfolio | Investment | Beacon Capital | $124,500.00 | |
| Primary home value | Manual asset | Manual | $465,000.00 |
Use manual account creation for balances not connected through imports.
Transfers are recorded as paired transfer entries.