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.

Overview card

The collapsible Overview card at the top of the list is the book's at-a-glance layer. Every row is a drill-down:

Net worth — the book total (per currency), with the projected window-end figure underneath on single-currency books. Tap for the Net worth over time report.
Budget left — whole-book remaining for the current planning window plus the pace verdict (On track / Spending faster than planned / Over budget) — the same numbers the Budget tab's hero shows. Tap to open Budget.
Upcoming in window — count and net of every planned entry up to the end of the timeline window, overdue included. Tap to open Plan.
Needs attention — overdue plans + overdue follow-ups; only shown when something actually needs you. Tap for Notifications.

Tap the card's header to collapse it to a single line; the choice sticks.

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.

Subtotals and the book total are tappable: a section subtotal opens the Account balances report, the book total opens Net worth over time. The little attention pills on an account row drill too — follow-up counts open that account's flagged transactions, budget counts open the Budget tab, plan counts open Plan, and the reconcile tick count opens the account's reconcile session. Those pills and the flow bars under a row cover the timeline window (the strip above the tab bar); overdue counts include everything late, whatever the window.

The flow bars show the money in (green) and out (red) over that window: solid for what is already received or paid, a dashed outline for what is still expected later in the window: entries dated after today and planned recurring entries not entered yet. Tap the bars — or the chevron at their end — for the breakdown and the list of scheduled entries; tap anywhere else on the row to open the account.

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 / At month’s end / At timeline’s end / Available credit).
A book without accounts shows Add account and Import a bank file right in the list.
A backup reminder appears above the list when a book with more than ten transactions is neither synced nor shared and has no backup from the last 14 days (or none at all, once this device has had the book for a day). Back up now opens Backup & restore; closing the reminder hides it for a week.