Accounts screen

Accounts

Every cash, credit, asset, and liability account in this book — grouped by type, with running balances kept up to date by every transaction write.

Header icons

  • Search — filter accounts by name.
  • New account — open the new-account form.
  • Reorder — drag accounts into a custom order; the default is

type-then-creation-time.

Sort chips

The chip row above the list controls grouping + ordering:

  • Type · banks first — bank accounts at top, then cash,

credit, assets, liabilities.

  • Type · cash first — cash and bank swapped.
  • Name — alphabetical, ignoring type.
  • Insertion — order in which you created the accounts.
  • Manual — custom order from the Reorder screen.

Counter pills

Under the total at the top, the counter pills show how many rows are pending (amber) and unaccepted (grey). Tap a pill to scroll the list to the first row of that status — quicker than scanning.

Sections

Account rows are grouped by their class (Asset / Liability / Equity) with a per-section subtotal. The grand total at the bottom sums every non-closed account into the book's base currency at today's rates.

Tips

  • The left edge of each row is tinted with the account's accent

colour (set on the account edit screen via long-press).

  • Closed accounts collapse into a separate "Closed" group at the

bottom. Toggle the Show closed chip to reveal / hide them.

  • The number shown beside each account follows that account's

displayed total setting (Entered / Reconciled / Cleared / Projected / Available credit).

Report an issue

Found a bug, or something confusing? Tell us — it opens a tracked issue we follow up on. Alpha feedback is gold.

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