Add the account
1
Open the new-account form
Open Accounts and select Add Account or Add manually.
2
Enter the account details
Add an Account Name, optional Institution Name, Account Type, current balance, and three-letter currency code.Supported account types include checking, savings, credit card, investment, loan, mortgage, cash, and other.
3
Use the correct balance sign
Enter money you own as a positive balance. Enter debt, including credit cards and loans, as a negative balance or zero.
4
Add debt details when useful
For a credit card, loan, or mortgage, enter the available Credit Limit and APR (%) fields when they appear.
5
Save the account
Select Create Account. The account appears in Accounts and can receive manual or imported transactions.