Getting Started: How To Add a New Account

• written by Perjan Duro
Getting Started: How To Add a New Account

Setting up an account is one of the first things you might want to do in MoneyCoach. The process is extremely streamlined and easy to do.

Step-by-step guide

  • In the Overview, find the Accounts card
  • Tap the "View All" button
  • Tap "+" button
  • Now you can:
    • Enter the name of the account
    • Enter the initial amount or current balance of the account
    • Select a currency (Premium Feature)
    • Select the Account type Savings account (Premium Feature) - Select an icon
    • Select the account use, Personal or Business
  • Tap "Save" to add your new account
  • Congratulations, you just added your new Account

The basic version of the app includes two free accounts to use. Subscribe to MoneyCoach Premium to unlock unlimited accounts.

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