Step 1
Open Accounts.
Step 2
Add or import the account into the correct Profile.
Step 3
Check the initial balance and linked transactions.
Common questions
How do I add a new account to a Profile?
Add the account in the Accounts area or through the import flow, then keep it inside the Profile that matches the rest of that financial picture.
What is the difference between cash and bank accounts?
Cash is for manual balances and quick tracking, while bank accounts usually come from imported statements or linked financial records.
Related help
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