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Accounts

Accounts represent real-world places where money is held, such as checking, savings, or investment accounts.

What You Can Track​

  • account name
  • account type: checking, savings, or ETF/investment
  • current balance
  • account currency

Accounts are user-scoped. Deleting an account also removes related account-linked records because the database uses cascading relationships for account-owned data.

Account Detail and Forecasting​

Open an account to review account-specific activity and forecasts. Account detail combines income, recurring expenses, daily expenses, and transfers that affect that account.

Use account-level forecasting to answer questions such as:

  • whether a balance will stay positive after recurring payments
  • how transfers affect a specific account
  • whether income and expense timing is realistic

Best Practices​

  • Create one Cashlytics account per real-world account.
  • Set the starting balance carefully before adding historical data.
  • Use transfers for movement between accounts instead of entering matching income and expense records.
  • Keep account currencies accurate so conversion and display behavior stays understandable.