Add or edit an account
- Open More > Accounts and tap Add account.
- Choose the type, then use Choose bank or wallet or your own account name. Set its currency and current balance.
- For an existing credit card, enter today's total owed as Amount owed. Add its latest statement balance, closing date and payment due date separately under Statement (SOA); these figures are different from today's total owed.
- To edit later, open the account and tap Edit. Changed the balance? When you save, FinFlow asks whether to record the difference as income or an expense, keep it as a balance adjustment, or just update the balance.
- On the Accounts list, amounts you owe (card outstanding, loans, pay later, money you owe a person) show in red. A paid-off balance or money owed to you stays in the normal colour.
- With accounts in more than one currency, tap Filter under Net worth and pick a currency (e.g. AED or PHP) to list only those accounts; Net worth, Assets, Liabilities and section totals then show in that currency without conversion. Tap Clear (or All currencies) to go back.
In the app: Add an account
More in Accounts and cards
- Investment, Asset and other account types
- Choose a bank or wallet
- Show or hide accounts
- Leave an account out of net worth
- Track multiple savings pockets
- Show full card and account numbers
- Keep your statements (SOA)
- Add a card
- Choose a stock card
- Use a photo of your card
- Add or reveal a CVV/CVC
- Copy a card's expiry date
- Portrait and landscape card details
- Link a debit card to an account
- Freeze a tracked card
- Add a family member's card
- Check credit card payments and due dates
- Set up an existing credit card and its current statement