Adding an Account

Adding an account is as simple as 1, 2, 3. Steps, that is!

1

Click the Add Account button in the left sidebar.

2

Choose whether or not you'd like to link the account—which requires a few extra steps. 

3

Then, select your account type, give it a nickname, and enter today's balance. (If you linked the account, your balance will import automatically.)

That's it—you're done!