Add New Account

Account Name

Account Type

Institution

Account Number (Last 4 Digits) Optional - for your reference only

Current Balance

Currency

Notes

Include in Net Worth

Active

Cancel

Account Type: Choose the appropriate type - assets (Checking, Savings, Investment, RRSP, TFSA) increase your net worth, while liabilities (Credit Card, Loan, Mortgage) decrease it.
Balance: Enter the current balance. For liabilities, enter as a positive number (e.g., $5,000 for a $5,000 credit card balance).
Include in Net Worth: Uncheck this if you want to track the account but not include it in net worth calculations.