Accounts is the one place to see and manage where your money comes from. On a computer it's in the sidebar; on a phone it's the first tab in the bar at the bottom.
What's on the page
At the top, a summary line counts your banks, accounts and transactions and says when your banks last synced. Below it are three lists:
List | What it holds |
|---|---|
Bank connections | One card per connected bank, with its accounts inside. Banks that need your attention come first. |
Statement accounts | Accounts fed by the statements you upload. Each says how far its statements go and when the next one should be ready. |
Manual accounts | Accounts for what you type in yourself, such as cash. An account you stop sharing from a bank connection also lands here, with its history. |
Bank connections and their health
Each bank's card shows its status, when it last updated and its accounts. If something needs you, such as signing in again, the card says what's wrong and gives you the button to fix it. A dot on Accounts in the sidebar or the phone's tab bar means a bank needs attention. See fixing a bank connection.
Open a card to see its accounts. Under them you'll find Choose accounts to change what the bank shares and a button to ignore accounts with no transactions (on a computer, Report a problem is there too). The card's ⋯ menu has more, including Disconnect…. On a phone, the bar along the bottom of each card shows or hides its accounts, with Sync and the ⋯ menu beside it. Refresh all at the top of the page syncs every bank at once.
Working with an account
On a computer, every account is edited right where it sits, with no form to open:
- Rename: click the account's name. See renaming an account.
- Change type: click the account's icon, or its type under the name (like Chequing).
- Ignore: the ⊘ button at the end of the row takes its transactions out of every total. See ignoring an account.
- More: the ⋯ menu also has Rename, Change type, No longer active and Remove… (the last two for statement and manual accounts). See removing an account.
- Credit cards: a line under the card says which card it is, or asks Which card is this? See telling us which card you have.
- Business accounts: Mark as business in the ⋯ menu keeps an account apart from your personal totals. Included with Thrive and Thrive Duo. See keeping business money separate.
On a phone, tap an account to open it. Everything is in one place there: See its transactions, Rename, Account type, Which card is this? for a credit card, Ignore this account, Business money, and for statement and manual accounts No longer active and Remove account….
Adding accounts and transactions
Choose Add (the round + on a phone) for the three ways in: Connect a bank, Upload statements and Add by hand, plus Or start an empty manual account. Use as many as you like: nothing is added twice. If you have no accounts yet, the three ways in are right on the page.
Each list also has its own shortcut: Connect a bank, Upload statements and New manual account (on a phone: Connect, Upload and New account). See the ways to bring in your money.