Your first account and the scope chips
- Open the My Money tab and tap Add. If you have no account yet, the New Account form opens first.
- Choose an Account Type, for example Bank or Cash, and type an Account Name.
- Enter the Starting Balance, the Currency (it starts as your default currency) and the Opening Date. Opening balances are not income or spending.
- Under Scope, choose where the account is offered: My Money, Shared and Teams. A new My Money account starts as My Money plus Shared.
- Check the details and tap Save.
- Add more accounts later from More, Master data, Accounts, with the round plus button.
Shared offers the account when you add a Shared expense to My Money. Teams never puts your money in a team: a team that picks the account gets its own account with the same name and type, starting at zero. Your balance stays private.
The currency of an account cannot be changed later. An account with entries can be archived, and it cannot be deleted. The screen hides accounts that are outside the section you are in until you switch on Show accounts outside this scope.
Try it Which accounts each section offers
Section
- Wallet cashCash · ₹2,000My MoneySharedOutside this scope
- SBI SavingsBank · ₹12,500My MoneySharedOutside this scope
- Club floatCash · offered to teams you manageTeamsOutside this scope
Some accounts are hidden because they are not offered in this section.
In the My Money section the Teams-only account Club float is hidden, and the line “Some accounts are hidden because they are not offered in this section.” appears with a Show them button. The switch Show accounts outside this scope shows it again.
Sample with made-up numbers.