Accounts
Net Worth
—
Available
—
Savings
—
Accounts marked ZEN are mirrored from ZenMoney — name, type, credit limit, balance and archive state are managed there.
Tap any account to set the portal-only options.
Edit Account
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Name
Type
Checking
Credit Card
Savings
Investment / Asset
Cash
Loan
Current Balance
Credit Limit
Icon
Color
Dashboard Inclusion
Include in Net Worth
Include in Available Funds
Savings Account
(contributes to monthly savings rate)
Holdings tracked in Investments page
(use this for brokerage accounts whose value is summed from the Investments table — avoids double-counting in net worth)
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