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Accounts
Accounts hold your money. This section covers the five account types, creating/editing/closing/deleting, the extra fields each type exposes, opening-balance labels, and how to troubleshoot a wrong balance.
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Account types explained
Five account types and a synthetic "Lent" filter for per-person receivables.
How to create a new account
Tap "New account" on the Accounts page. Fill type-specific fields.
How to edit an account
Same form as create, plus a "Mark as closed" toggle.
What is an opening balance? (And why the label changes)
The starting number Extrack uses to derive every later balance.
How credit-card accounts work
Extra fields drive due-soon warnings and annual-fee tracking.
How loan accounts work
Borrowed money OR per-person lending receivables — same type.
How investment accounts work
Track investment value. No auto-fetched prices — update periodically.
How to close (or hide) an account
Edit the account, tick "Mark as closed". History stays.
How to delete an account
Delete via the row action. Permanent. Close is usually better.
Filter accounts and control visibility
Type chips + three visibility toggles.
Why is my account balance wrong?
Three common causes. Each is a one-edit fix.
Related topics
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