Accounts

Manage your accounts and access

What is an account?

An account is a workspace with separate categories, transactions and reports. A user can have multiple accounts and share access with other users.

Here you can:
  • create new accounts for personal or work purposes
  • switch between active accounts
  • see your role in each account

Create Account

Set name, optional slug and default currency

Your accounts

Accounts you have access to

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    Budget Manager - Personal Finance Management