Add Another Account

Overview

• Adding a New Account under a Plan directly:
  The app comes with preset accounts like Personal (typically checking), Savings and other Bank accounts. When you are creating a Plan under All Accounts, you have the option to add a new account directly. However, under specific Accounts (like Personal), this option is available only under applicable conditions, so best is to first create the Account in Settings as defined bellow...

• Managing Account Names and their Availability for sharing
  You can manage all your accounts in Settings (tap the gear icon in the top right corner). From there under Accounts, you can:

  • Reorder Accounts
  • Drag and drop accounts to organize them in the order you prefer.
  • Rename Accounts
  • Tap any account name to rename it.
• Remove an Account
• Tap the ( - ) icon next to an account to remove it
• Add a New Account
• Tap the ( + ) icon to add a new account - remember to name it and hit Save.
• Disable an Account for Sharing
• If you utilize the app sharing feature to share data with another iCloud user, you can toggle the switch on specific accounts to hide the account from that user.

Tip: Prefix any account with an emoji to include an icon with the account name.