Accounts
On the dashboard. Tap the plus icon on the What You Have card at the top of the screen.
Select your account type. If you can’t see your preferred Bank name, tap View All for more options. If you don’t have a Pakistani Bank scroll down and select Other Bank.
Add your account name, the existing balance in the account, and press Add Account.
Alternatively, you can also add an account during your transaction adding process.
You can use the negative version of this account to manage overdrafts, loans, and credit cards.
On the dashboard. Tap the plus icon on the What You Have card at the top of the screen.
Select your account type as Cash.
Add an account name, the existing balance in the account, and press Add Account.
Alternatively, you can also add an account during your transaction adding process.
This account is primarily used for maintaining your cash in hand amounts. Add your ATM withdrawals, cash withdrawals to this account.
On the dashboard. Tap the plus icon on the What You Have card at the top of the screen.
Select your account type as Person.
Add the person’s name, the existing balance between you and this person, and press Add Account.
Alternatively, you can also add an account during your transaction adding process. This account is primarily used for tracking personal loans you send to your friends and family.
Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.
Tap on the dot menu to view the kind of options you have to alter your account. Tap Delete.
If you have an existing positive or negative balance in this account, select an existing, active account to transfer the balance to and press delete. A system generated transaction will perform the balancing.
Note this is not a reversible action. Do you want to deactivate your account instead?
Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.
Tap on the dot menu to view the kind of options you have to alter your account. Tap Deactivate.
A pop up will reconfirm your choice and let you deactivate it.
This makes the account unavailable for your daily transactions but it preserves the balance amount and includes it in your net worth.
You can reverse this action. Do you want to delete your account instead?
Navigate to the Account Detail screen by tapping on View All on the card to find the account. Tap on the dot menu next to the account name and press Activate. You can also tap on the account name itself, to view the full account, tap on the dot menu and press activate.
A pop up will reconfirm your choice and let you activate it.
This makes the account available for your daily transactions.
Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.
Tap on the dot menu to view the kind of options you have to alter your account. Tap Edit.
You can edit all the details of the account, including the opening balance. Press Save Changes to update your details.
Note: If you adjust the opening balance, your current balance will be affected by the calculations done through your transactions.
Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.
Use the side scrolling Month tab to select a previous month. Alternatively, you can swipe on the screen to move from month to month.
You can only view up to 11 months of previous data in a monthly format. Do you want to see how to change your interval view to see more data?