Accounts Overview

Accounts tell Common Cents where money, debt, or stored value lives right now. Categories (which we will address in the budgeting section) answer a different question: what that money is for. When you open the Accounts page, you are looking at the “where” side of your plan.

The Accounts section in the navigation rail is also your shortcut to related tools:

• select an account to open its detail page directly
• choose Payees to open the Payees workspace
• choose Labels to open Manage Labels when Labels is enabled in Settings > Features

Use the small settings button beside Accounts in the rail to control which accounts appear there and how they are grouped and sorted.

The main Accounts screen is split into two big jobs:

• Accounts Overview shows your open accounts grouped by type, with balances and activity totals.
• Closed Accounts (if you have any) keeps archived accounts out of your active list while still letting you review them.

To add a new account, use Add Account on the Accounts page, the main Add button, or the Combo Palette command Add Account.

In this section #

• Add and Manage Accounts
• Closed Accounts
• Account Balances

Related sections: Payees, Manage Labels, Labeling Money

Use this section when #

Use these pages when you need to create an account, understand why an account will not close, or make sense of the numbers on the Accounts page. For moving money between your own accounts, see Transfers.