Accounts
An Account represents a financial account within a household - such as a checking account, savings account, credit card, or cash wallet.
Purpose
Accounts serve as containers for transactions. Every transaction in Financer must be linked to an account, which allows you to:
- Track the balance of each account independently
- See transaction history per account
- Organize finances by where money is held
- Set a default account for quick transaction entry
Account Properties
| Property | Description |
|---|---|
| Name | Display name for the account (e.g., "Main Checking", "Savings") |
| Technical Identifier | Optional identifier such as an IBAN or account number, useful for matching during CSV imports |
How Accounts Interact with Other Entities
- Household: Every account belongs to exactly one household. All members of the household can see and transact against it (based on their role).
- Transactions: Transactions are recorded against a specific account. The account's balance is derived from the sum of all its transactions.
- Default Account: Each household member can designate one account as their default, which is pre-selected when creating transactions.
- CSV Import: During import, CSV values can be mapped to specific accounts so imported transactions are assigned to the correct account.
Managing Accounts
Creating an Account
Household Admins and Owners can create accounts:
- Navigate to the Accounts section
- Click "Create Account"
- Enter a name and optional technical identifier
- The account is now available for transactions
Editing and Deleting
Accounts can be renamed or have their technical identifier updated at any time. Deleting an account will also delete all associated transactions.
WARNING
Deleting an account permanently removes all transactions linked to it. This action cannot be undone.