Accounts

Manage financial accounts.

Within Family Finance Manager, Accounts are the primary representation that enables us to help you track your financial affairs. An Account represents a holding of financial value that you wish to track over time. Typically this includes Bank Accounts, Savings Accounts, Investments, Loans and Liabilities but you can also use an Account to track other things of value, such as Houses, Vehicles or even Household Appliances.

Below you can find a list of all Account related aspects of Family Finance Manager, including the various pages showing Account information and the commands you can use to record and manage the individual accounts:


Account List

View a list of accounts to enable you to quickly find an account and open the details screen.

Account Details

View an account’s details, including the related transactions, so you can understand how the account is behaving and performing.

Investment Account Details

View a investment account’s details, including investment and cash transactions, to better understand how your investments are performing.

Investment Fund Details

View an individual investment fund’s details, including investment and cash transactions, to better understand how your investments are performing.

Commands

Commands are used to create and manage accounts within Family Finance Manager.

Last modified June 28, 2020