Bank Accounts

This page explains how to manage Bank Accounts within your Actual instance.

Adding a new account

You can add an account to your budget at any time, however when you first install Actual you can use the Add Account button in the middle of the screen.

You can also add an account using the + Add account button in the sidebar.

A box will appear asking you to fill in a few options

• Give your account a name
• Decide what type your account is
• Is the account on or off budget
• The current account balance

note

Off budget means that the balance is not reflected when you assign money to categories in your budget register

Here you can see how that looks when the options are completed.

note

If you select the Off Budget checkbox then change the account type the Off Budget checkbox will reset and will need to be re-selected each time the account type is changed

You can now see the account in the sidebar of Actual

Renaming an existing account

Click the account name in the sidebar of Actual

Hovering your cursor close to the account name at the top will reveal two icons.
The page icon allows you to write a note about this account, and the pencil icon allows you to rename the account.

After editing a note for the account or its name, hit 'Enter' to save your changes.