Accounts

Version: 1.0.0
Route: /accounts
Who can access: Signed-in users

Screenshot

Add / edit dialog:

What this page does

Create and manage the accounts that hold balances in your ledger (for example bank, cash, or mobile wallet). New accounts start at zero balance; balances change when you post transactions.

Layout at a glance

1. Accounts title and New button
2. Search by account name
3. Account list (table on desktop, compact cards on mobile) with actions menu

Add an account

1. Choose New.
2. Enter Name.
3. Enter Phone in the format 0000-0000000 (11 digits).
4. Select Type (Account Type) and Cash Type (these come from Categories).
5. Choose Add Account, or Cancel to discard.

Edit or delete

1. Open the row Actions menu (⋯).
2. Choose Edit to update name, phone, or types, then Save changes.
3. Choose Delete and confirm. Linked transactions for that account are removed.

Columns (desktop)

Errors & edge cases

• Phone must match 0000-0000000 or the form shows a validation message.
• Account type and cash type are required — create them under Categories first if the lists are empty.
• Search with no matches shows a calm empty state.

Related

• Categories
• Transactions