Choose the default account for new transactions and transfers
- Open More > Settings > Experience, then tap Default account under Adding transactions.
- Transfers use it too: it fills in "From" and leaves "To" empty for you to pick. With Ask me every time, both start empty. Opening a transfer from an account (or a person you owe) still fills that account in.
- Tap Default account: choose Ask me every time to leave "Paid from" / "Received in" empty, or tap any account, card or wallet in the same list to pre-fill it. If it's later frozen or removed, FinFlow leaves it empty.
- The same choice applies everywhere you pick an account for something new: recurring bills, allocations (Set aside in), splitting a purchase (Paid from), receipts and the PC Manager's forms. With Ask me every time nothing is chosen for you; editing something keeps the account it already has.
In the app: Open Experience
More in Transactions and transfers
- Add an expense or income
- Add an account while adding an expense or income
- Edit, duplicate or delete a transaction
- Find transactions
- Swipe through transaction dates
- Pick a date quickly
- Use the amount calculator
- Autocomplete and transaction notes
- Link a transaction to a recurring bill
- Move money between accounts
- Add a fee to a transfer
- What a Balance adjustment is
- Record the difference when you correct a balance