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 type | Effect |
|---|---|
| Income | Increases the balance. |
| Expense | Decreases the balance. |
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