Accounts

An account in FinanceByScott represents one of your real-world money holdings — a checking or savings account.

Creating accounts

Add each account you want to track, give it a name and type (checking or savings), and FinanceByScott keeps a running balance as you record transactions.

Where balances come from

Your organization dashboard rolls accounts up into totals — overall, plus checking and savings — so you can see at a glance how much you have and where it sits.

You can keep balances current two ways: enter transactions yourself, or connect your bank so they sync automatically.