Accounts
Account types, balances, the default account, card numbers, and what to do at a plan limit.
Guides
What accounts are for
Think of an account as any place your money actually sits — your bank account, your wallet of cash, a credit card, a crypto wallet, or an…
Filling out the account form
When you create or edit an account, here's what you'll see and how to think about each piece:
Finding your way around the Accounts page
Your accounts show up as cards, neatly grouped by type — banks first, then credit cards, crypto wallets, investments, and cash — with your…
Picking your default account
Your default account is simply the one that's pre-filled whenever you start a new transaction — handy if you use one account far more than…
Making sense of your account balances
You'll see up to three balance figures on an account, and it's worth knowing what each one means. Your initial balance is simply what you…
Fixing the currency on a new account
If you realize you picked the wrong currency for an account, act quickly: you can only change it while the account has zero transactions on…
Viewing your full card number
For your security, only the last four digits of any card you've entered are ever visible day to day. If you need to see the whole number,…
Choosing between deactivating and deleting
If an account isn't in use anymore but you still want its history around — say, a bank account you closed in real life — deactivate it…
What to do when you can't add another account
If the Create button on your Accounts page is disabled, you've most likely reached your plan's limit on either the number of accounts or…
Still stuck?
Write to support with what you tried — a human replies.
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