Need to maintain a history for accounts unrelated to your budget? Off-budget accounts serve exactly this purpose. You can add the following off-budget account types:

  • Mortgage
  • Investment
  • Asset - Other
  • Liability - Other

Off-budget accounts will not be counted in your budget calculations, do not require a [Category] to be entered, and are for your reference only.

Adding an Off-Budget Account

To add an off-budget account, click on the "+" icon to the right of Accounts in the sidebar.

Enter the desired account name and starting balance, then select one of the off-budget account types.

Click Save Account to finish adding the new account. 

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