Create or edit an account
This page is used to add a new account or update the settings of an existing one.
Main fields
Name
A human-friendly label such as “Main bank account” or “Cash”.
Type
Helps distinguish bank, cash, savings, and other account kinds.
Initial balance
The starting amount in the workspace currency. It is included in calculated balances.
Active
If disabled, the account stays in history but is not treated as an active everyday account.
Primary account
This can be used as the default account in forms and onboarding.
When should you edit it?
- when the name or type changes
- when creating the account with the correct starting state
- when you want to deactivate it without deleting history