ACCOUNTS
Learn how different account types are organized in MoniTrak and how their balances contribute to your financial picture.
3 min readBEFORE YOU START
The account type is mainly there to help describe and organize the account in your MoniTrak workspace.
What the account is mainly used for
Whether it holds everyday or longer-term cash
A name that clearly identifies the account
The currency the account is held in
STEP BY STEP
Think about how you normally use the account. An account used for salary and everyday spending may be organized differently from one used mainly for savings.
Select the account type that best describes the account you are adding. The goal is to keep your workspace understandable rather than force every account into an overly specific category.
Choose the type that best represents how you use the account. The account name can provide additional detail.
The account name is what you will recognize throughout MoniTrak, so use something meaningful to you.
Accounts can share the same type while remaining separate in your workspace. Their individual balances stay visible while contributing to your broader available-cash view.
THE RESULT
Account types provide structure while account names help you recognize the individual accounts that belong to you.
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