Accounts and your everyday account

Add an account

1. Go to Money and tap + Account.
2. Choose the type: Checking, Savings, Cash on hand, Credit card, Loan, Pay-later plan (Affirm, Klarna…), Investment or Other.
3. Give it a name and enter the current balance (or the amount owed, for a card, loan or pay-later plan).
4. For debts, add what you know: APR %, Min. payment, Credit limit, Due day and the Starting amount you originally owed. Tap Save.

Your everyday account

One checking or cash account is your everyday account, the one your forecast and safe-to-spend watch. Your first checking account becomes it automatically. To change it, edit an account and turn on Everyday account.

Pay-later plans: name it with the payment and count, like Klarna $46.84 (15 of 18), and the starting amount is worked out for you, so you can see how much is paid off.

Remove an account

Edit it and tap Remove account. Its history stays in your activity, and any bills or paychecks that were set up on it move to your everyday account, so they stay in your forecast.

Home only lists cash and bank accounts. Cards and loans are under Debts & loans on the Money screen.