Accounts

The Accounts page manages your accounts, their balances, and their budget type. It shares the master-data editing model (inline edit, staged rows, bulk actions, CSV, Usage Inspector) — this page covers what’s specific to accounts.

Open Accounts from the Data Management section of the sidebar.

What you get beyond Actual Budget

Create accounts in bulk — paste tab-separated rows from Excel / Google Sheets, or import a CSV, instead of adding one account at a time.
Seed an initial balance at creation — set a starting balance when the account is created (also editable in the Balance column for staged rows).
Bulk close, reopen, and delete with a single action across selected accounts.
See which rules reference an account and jump straight to them.
Impact-aware deletion — every close/delete shows the outstanding balance, transaction count, and rule references first, with an explicit warning for non-zero balances.

Create an account

Select Add Account to open the form drawer.
Enter a Name.
Optionally set an Initial Balance (seeds the account’s starting balance on creation).
Choose on-budget or off-budget with the toggle.
Save to stage the new account.

To create several at once, use the bottom Add Rows / paste flow — the Balance column is editable there so you can set each new account’s initial balance inline.

Balances, closing, and deleting

The Current balance column shows the live balance (fetched via ActualQL aggregation, refreshed about every 60 seconds or via Refresh); negative balances are highlighted in red.
Open and close accounts individually or in bulk (close, reopen).
Every delete and close confirms first, showing the account’s outstanding balance, transaction count, and rule reference count. Non-zero balances get an explicit budget-consistency warning.

Filter and sort

Filter by name, status (open / closed / all), budget type (on / off / all), and whether an account has associated rules. Sort by name, status, or budget type; staged (unsaved) rows stay at the top of the list regardless of sort until you Save.

Notes

Each account row has a note button beside the name. Read (Markdown-rendered), add, edit, or clear the note inline — note changes save immediately, independent of staged account edits.

Import and export

Export accounts to CSV or import them (staged before saving). CSV columns:

name (required), offBudget, closed.

Common problems

“Can’t change the account type” — this is by design; type is fixed after creation.
A delete is blocked or warns — read the impact dialog; non-zero balances warn about budget consistency.
A new row stays highlighted — it is staged; click Save to persist it.

Managing your data — the shared editing model
Rules — how rules reference accounts