Accounts
An account is a place money sits: a checking account, a credit card, cash, a loan, and so on. The sidebar is only for moving between accounts. It groups them by type and shows a balance.
Create an account
- Open Accounts.
- Choose a type. The form shows only the fields that type uses. A credit card asks for a limit. A loan can store notes until the full loan schedule arrives later.
- Enter a name, optional institution, optional masked number, and an opening balance and date.
- Choose Create account. The new account appears in the sidebar under its type.
Demo names such as "Everyday Checking" or "Maple Credit Union" are fine for practice. Do not type real account numbers into a development build.
Balances
Each account shows three figures, all derived from postings plus the opening balance:
- Current — every posting.
- Cleared — postings marked cleared or reconciled.
- Projected — the same as current in this release (reminders are not applied yet).
Credit cards, loans, and other liabilities display what you owe (the opposite sign of the raw ledger total).
Hide or close
- Hide keeps the account in the file but off the sidebar unless you turn on Show hidden accounts.
- Close moves it to the Closed group. You can still open the register.
Changing an account's type is a dedicated action. Investment and retirement accounts cannot be turned into bank accounts.