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Create an account

Add a manual account so you can track balances and assign transactions.

Prerequisites​

Steps​

  1. In the left navigation, click Accounts.
  2. Click Create account.
  3. Enter Account name (for example, Main Checking).
  4. Select Account type (for example, Checking).
  5. If you chose Loan, also select Loan purpose — Auto, Home, Student, Boat / RV, or Other. This helps Big Picture Money categorize loan payments from your checking account (see Transfers).
  6. For a Loan account, optionally enter Payment description hint — words that appear on your bank statement when you pay this loan (for example, CHASE). Matching checking withdrawals can be categorized and linked automatically.
  7. Confirm Currency (default USD).
  8. Enter Opening balance if the account already has money in it (optional; default 0). For loans, enter the amount you owe as a positive number.
  9. Set Track balance — on by default for most types; off by default for Payment app and Other. Turn it off when the account should not appear on Home balances or in net worth.
  10. Click Save.

Expected result​

  • The new account name appears in the account list on the Accounts page
  • A pinned view with the same name appears under Views in the left navigation
  • An Other account with Track balance off does not appear on Home Account balances and does not change net worth
  • After you quit and reopen the app (unlocking with your passphrase), the account is still listed