Adding and Managing Accounts

From the Bank Accounts screen, click Add Account. Fill in the following fields:

• Account Name— A label that helps you identify this account, for example "Everyday" or "Savings".
• Account Number — Optional. Recorded for your reference only; it is not used to connect to any bank.
• Current Balance — The balance of the account right now. This is the starting point for all forecasts.
• Description — Optional notes about the account.

Click Save to create the account.

Open the account and use the editable Current balance field in its header to update the balance. ForwardFi saves the new value after you finish editing and records the update time. To change the name, account number, or description, open the account menu and choose Settings, then save the account details. Balance changes immediately affect the forecast.

It is good practice to update the balance regularly so that your forecasts start from an accurate figure.

Open the account and click Delete. You will be asked to confirm. Deleting an account removes it along with all of its transaction rules, entries, and share invitations. This action cannot be undone.

On the free plan you may have one active account that you own. If you previously had more accounts, they remain saved but are disabled until you upgrade or choose which single account to keep active. Accounts shared with you do not count toward your owned-account limit.