Register a new account so that you can track financial activity against it. The wizard will guide you through choosing the correct account and supplying the appropriate information so that Family Finance Manager can best help manage your financial affairs.
Register a new child account under a holding account. This is typically used to track individual investments held by under an investment platform account, but you can also use this approach to help organise savings and asset accounts.
Change an account’s name to make it easier to find and to differentiate it from the other account entries.
Change an account’s type information to best reflect the behaviour and management required for that account.
Change an account’s Bank/Financial Institution to correctly reflect your affairs. Getting the account provider correct is essential if you wish to take advantage of Family Finance Manager’s digital bank connections.
Change the parent account for an account so that you can organise your accounts as best fits your financial affairs.
If you created an account in error, maybe because you picked the wrong type, you can remove it from the system using this function. To protect against mistakes, you will only be able to delete the account if it does not have any transactions and the system will ask for confirmation before proceeding.
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