Accounts
An account is a forecast container. Most users start with one checking account. Account fields include:- Name
- Starting balance
- Account type
- Color
- Optional bank name
- Optional last four digits
- Brand color preference
Multiple accounts
Plus and Advisor users can create unlimited accounts. Free users are limited to one account. Multiple accounts are useful when:- Bills and spending live in separate checking accounts.
- A user wants to plan a savings account separately.
- A couple tracks shared and personal accounts.
- Debt payments need a dedicated forecast.
Categories
Categories label transactions and control how the amount affects the forecast.
Category colors help users scan the calendar and reports.
Category rules
Category rules can match transaction titles and automatically suggest categories during import or reconciliation workflows. Rules include:- Match type
- Match value
- Optional account
- Transaction type
- Priority
- Enabled status