Accounts
Accounts are the foundation of WealthMgr. Every transaction, goal, and automation links back to one. You can create any number of accounts across four types:
| Type | What it holds | Examples |
|---|---|---|
| Asset | Money you own | Checking, savings, investment broker, crypto exchange |
| Liability | Money you owe | Credit card, mortgage, loan |
| Income | Where money comes from | Salary, property rental, dividends |
| Expense | Where money goes | Rent, utilities, insurance |
Each type has built-in subtypes. Asset includes Checking Account, Savings Account, Cash Wallet, Petty Cash, Crypto Exchange, Investment Broker, Real Estate, Retirement, Precious Metals, and Collectibles. Liability covers Mortgage, Loan, Credit Card, and Family Loan. Income covers Salary, Property Rental, Interest, Dividends, Social Security, and Gift Income. Expense includes Rent, Transportation, Health, Leisure, Subscription, Groceries, Utilities, Insurance, Education, Clothing, Travel, Home Maintenance, Personal Care, and Charity Donations.
You can add custom subtypes in Preferences → Account subtypes.
Loan accounts
A loan subtype tracks a principal balance that shrinks as payments come in. WealthMgr shows the outstanding balance; it does not schedule or auto-execute payments unless you attach an automation rule.
Brokerage accounts
An Investment Broker account can hold pockets tied to an instrument symbol (ticker). Record Buy and Sell transactions on those pockets to track positions and view yearly returns. A paid plan tier adds more instrument pockets per user.
Adding an account
- Go to Accounts in the sidebar.
- Click Add account in the top-right corner.
- Pick the account type and subtype.
- Enter a name, currency, and opening balance.
- Click Save.
Warning
Pockets
Every asset account can contain multiple pockets. A pocket is a named envelope inside the account that holds a portion of its balance.
Pocket types:
| Type | Purpose |
|---|---|
| Free | Unallocated cash — the default when you create a new pocket. |
| Budget | A named allocation (e.g. “Bills”, “Groceries”). |
| Goal | A savings target. Shows on the Budgets & Goals page and Dashboard. |
An investment pocket is simply a free pocket with an instrument symbol attached — it shares the same underlying type but carries extra fields (ticker, units, price history).
Adding a pocket
Open the account card, find the pocket section, and click Add pocket. Choose free, budget, or goal, give it a name, and optionally set a target amount and whether to allow the allocation to exceed that target.
Starring accounts and pockets
Click the star icon on any account or pocket to pin it to the Dashboard for quick visibility.
Reordering accounts
Drag the grip handle on the left side of any account card to reorder. Order is stored locally and persists after sync.
Reconciling an account
Reconciliation sets a snapshot balance that overrides the calculated total for a specific date. Use it when recorded transactions diverge from your actual bank statement.
- Open the account menu (⋮) and choose Reconcile.
- Enter the actual balance from your statement.
- Confirm — WealthMgr records a reconciliation entry so the displayed balance matches.
Warning
Archiving and deleting accounts
- Archive — hides the account from the default list. Keep archived accounts for historical reporting; toggle Show archived to find them.
- Delete — permanently removes the account and every transaction attached to it. This action cannot be undone.
Filtering accounts
Type filter buttons at the top of the Accounts page show only assets, liabilities, income, or expense accounts — or All to see everything. The page opens with assets only, and your last filter choice — together with the Show archived toggle — is remembered on this device.
Viewing transactions
Click View activity on any account or pocket to open the Transactions page filtered to that scope.
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