New Account
Opening the New Account sheet
- Select Action > Add Account.
- Right-click on the Library area > New Account
- Click the "+" button in the Account Editor.
New Account options
- Account Type: Bank, Cash, Credit Card, Investment, Asset, or Loan.
- Account Name.
- Starting Balance: Balance of the account at the time you start tracking it with Money.
- Currency: The default currency used by the account.
- Configuration for online access (click on the disclosure triangle to open): Information required to connect to the download server of your financial institution.
- Credit Limit (credit card accounts only).
- A number of additional options for loan accounts.
- When the account is created, it appears in the Library. You can select it and start adding transactions.
Editing account settings
- Select the account that has settings you want to change.
- Right-click on the account name or go to Accounts, and select Edit Account.
- Change any settings, as necessary.
- Click Done to apply and save your changes.
Deleting an account
- Select the account that you wish to delete.
- Right-click on the account name or go to Accounts, and select Delete Account.
- If you delete an account accidentally, choose Edit > Undo.