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.