Activity: Click an account to see monthly transactions


History: Click a month's bar, then the button at the bottom to view that month's transactions. Or double-click a month's bar. 



  • Details:
    • Change the Account Name, Account Type, and Interest Rate
    • Mark an account as Business or Not
    • Change Credit Limit and Original Balance (debit accounts only)
    • Change Account Balance (manual accounts only)
  • Dot Menu at Upper Right:
    • Mark as Duplicate merges two accounts together. Click this if you see two versions of the same account
    • Hide Account hides the account's data from the application features, like Budget and Spending
    • Non-Host accounts also have a Delete option