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How to create a finance account

To start tracking your finances, you need to add your accounts (e.g., Cash, Bank, Credit Card).

Steps to create an account:

  1. Go to the Finance Dashboard or Accounts section.
  2. Click the + New Account button.
  3. Enter a Name for the account (e.g., "Main Wallet", "Checking Account").
  4. Select the Account Type (Cash, Checking, Investment, etc.).
  5. Select the Currency.
  6. Enter the Initial Balance (how much money is currently in that account).
  7. Click Create.

Your account is now ready! You can start adding income and expense transactions to it.

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