ACCOUNTS
Keep your available cash organized.
Add the accounts that make up your available cash, keep their balances visible and understand how they contribute to your overall financial picture.
5 guidesACCOUNTS HELP
Start with your accounts.
Learn how to add, organize and maintain the accounts that contribute to your MoniTrak financial position.
Add your first account
Add the bank or cash account that forms the starting point of your MoniTrak financial picture.
4 min readUnderstand account types and balances
Learn how different account types are organized in MoniTrak and how their balances contribute to your financial picture.
3 min readEdit account details and balances
Update an account's name, balance and other information when something changes.
3 min readAdd a foreign-currency account
Track an account held in another currency while keeping it connected to your base financial view.
4 min readRemove or archive an account
Understand what to consider when an account is no longer part of your active financial picture.
3 min readUNDERSTANDING ACCOUNTS
Your accounts build the available-cash side of your financial picture.
MoniTrak can bring the balances from the accounts you choose to track into one available-cash view while keeping each account visible individually.
Account balances show what is available across the accounts you include. Credit card balances are tracked separately as amounts outstanding.
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