Accounts dialog

Using accounts dialog

Account list

display the actual list of accounts in the wallet. The account at the top of the list will be the one to be displayed when opening your wallet. You can easily change the accounts order using Drag&Drop process.

Buttons

Add	add a new empty account.
Delete	delete the active account. This is only possible if the account has no transactions.

General

Account

Type	specify the type of the account
Currency	specify the currency of the account  If the account you change contains internal xfer, any target account will change of currency as well
Start balance	specify the initial balance amount, i.e the balance before the first transaction.
Notes	optional notes you may want to add
This account was closed	specify the bank account is closed. Please also note that closed account are no more considered for reports.

Current cheque number

Checkbook 1	specify the next cheque number of first pad to be used (this is auto updated later when you add some transactions).
Checkbook 2	some of the above but for a second cheque pad (for a joined account)

Options

Institution

Name	specify the bank name where the account is registered.
Number	specify the bank account number itself.

Limits

Overdraft at	specify the balance threshold, if you have an authorized balance, this will be used in the Balance report window.

Report exclusion

Exclude from account summary	the account will must not be used into the account summary list of the main window.
Exclude from the budget	the account will not be used for the budget data.
Exclude from any reports	the account will not be used for any report data.