Accounts you add yourself
Track cash, an account at a bank that will not connect, or any account you would rather not link.
Add an account
- Go to Settings, then Banks & accounts, choose Add Account, then Add manually. (Or on Accounts & Categories: Edit, then Add, then Bank account or Credit card.)
- Give it a name and choose its type: Checking Account, Savings Account, Credit Card, Cash, or Other. The bank name is optional.
- Enter its balance right now if you know it, then save.
Its balance
The balance you enter becomes the account's starting balance, as of today. Leave it blank and the balance comes from the account's transactions. You can change it later by editing the account.
Every balance shown is your books' balance, not the bank's. To compare your books with a statement, reconcile the account.
Getting transactions into it
Add transactions one at a time with Add, then Add Manually on Activity, or bring many in at once from a CSV file.
Starting balances for connected accounts
A connected account's starting balance is set for you once, from the bank's balance and the transactions brought in. You do not enter it.