Accounts

Accounts lists every account in your space with its type, currency and balance. Accounts feed everything else: Transactions, Budgets, Net worth and Overview.

AccountsInteractive preview · sample data

Everyday account

Checking / savings · Record updated 12 Oct

€3,240.18 EUR

Confirm balance

Credit card

Credit card · Record updated 12 Oct

−€412.30 EUR

Confirm balance

Zurich account

Checking / savings · Record updated 3 Oct

CHF 1,520.00 CHF

≈ €1,617.02

Confirm balance

Brokerage

Investment · Record updated 1 Oct

€18,450.00 EUR

Confirm balance

Select Confirm balance and enter today's balance from your bank. Importing transactions never changes a balance; confirming it does.

Add an accountCopy Anchor Link

Select Add account and fill in:

• Account name, for example N26 main (up to 120 characters).
• Type: Checking / savings, Credit card, Investment or Loan.
• Currency: any supported currency. It defaults to your base currency and can't be changed later.
• Current balance. Use a negative amount for what you owe on a credit card or loan.

You can also create an account while importing a bank file.

Confirm a balanceCopy Anchor Link

Importing transactions doesn't change an account's balance. To bring a balance up to date, open the account's menu and select Confirm balance, then enter the balance your bank or broker shows today. You can add a note, such as checked against today's statement.

This updates the balance used in Overview and Net worth and records the change. It doesn't add a transaction.

Review an account's transactionsCopy Anchor Link

Select Review transactions from an account's menu to open Transactions filtered to that account.

Investment accountsCopy Anchor Link

For investment accounts, the balance is the account's total value, including cash. Holdings you import are shown inside the account but aren't added to the total again.