How to Add Accounts in Visual Budget

From your initial screen, press the Accounts icon., Look at your Accounts screen., Press the + sign in the upper right hand corner., Type in the information that you need., Press the check mark. , Press the + sign again and this time Add Account...

14 Steps 1 min read Medium

Step-by-Step Guide

  1. Step 1: From your initial screen

    This will bring you to the Accounts screen.
  2. Step 2: press the Accounts icon.

    What you will see is the basic one that Visual Budget has for you to see what the app can do. , This will give you the option to add an Account or an Account Group.

    To start, press Account Group. , Here, the account group being created is for credit cards.

    Select the type of money unit that you will need. ,,, Press the Sample Group in the upper right hand corner of the screen and the list of categories will come up.

    Select the correct one. ,, You want it to be identifiable for when you look at it later. ,,, You will now see the new account group and account there.
  3. Step 3: Look at your Accounts screen.

  4. Step 4: Press the + sign in the upper right hand corner.

  5. Step 5: Type in the information that you need.

  6. Step 6: Press the check mark.

  7. Step 7: Press the + sign again and this time Add Account.

  8. Step 8: Select the group that you want for this account.

  9. Step 9: Click the + sign again and this time press Account.

  10. Step 10: Type in the account information.

  11. Step 11: Under Budget/Expenses

  12. Step 12: enter in the monthly amount that you must pay them.

  13. Step 13: Press the check mark.

  14. Step 14: Look at your account screen.

Detailed Guide

This will bring you to the Accounts screen.

What you will see is the basic one that Visual Budget has for you to see what the app can do. , This will give you the option to add an Account or an Account Group.

To start, press Account Group. , Here, the account group being created is for credit cards.

Select the type of money unit that you will need. ,,, Press the Sample Group in the upper right hand corner of the screen and the list of categories will come up.

Select the correct one. ,, You want it to be identifiable for when you look at it later. ,,, You will now see the new account group and account there.

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