Help center · Getting started
What starter accounts come pre-created?
Two pre-created accounts: Cash + Mutual Funds. You add the rest.
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When you create a new Extrack account, the workspace ships with two pre-created accounts: "Cash" (Checking / savings type) and "Mutual Funds" (Investment type). The onboarding callout reads: "We have added Cash and Mutual Funds to your workspace so you can start tracking straight away." Add your real accounts (banks, credit cards, loans) from the Accounts page.
Frequently asked
Can I rename or delete the starter accounts?
Yes — they are not protected. Edit "Cash" to "HDFC Savings" if that is more useful, or delete it if you have no cash flow and only use bank accounts.
Why Mutual Funds and not just Cash?
Most users have at least one investment they want to track from day one. Pre-creating it shortens the path to a meaningful net-worth number.
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