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Accounts

Every wallet, bank & card in one place

Accounts keep cash, bank balances and credit cards organized separately while still rolling up into one net-worth figure. Cards get extra fields for statement day and credit limit.

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Overview

Assets, liabilities & net worth up top

Accounts are grouped by type β€” Cash, Bank, Credit Cards and beyond β€” with a running subtotal for each group.

  1. 1Open the Accounts tab to see your net worth card and every account grouped by type.
Accounts list with net worth
Detail

Drill into any account

See an account’s full transaction history and running balance on its own page.

  1. 1Tap any account in the list to open its detail view.
Account detail view
Add

Add a new account

Seven account types are supported: Cash, Bank, Card, Wallet, Loan, Investment and Asset.

  1. 1Tap the + button on the Accounts tab.
  2. 2Pick a type, then set a name, currency and opening balance.
Add account form
Credit cards

Track a card’s statement day & limit

Credit card accounts unlock extra fields so Spencio can track available credit and remind you before a bill is due.

  1. 1Choose the "Card" type, then add the bank name, statement day and credit limit.
Add credit card fields

Ready to try it yourself?

Spencio is free to download on iOS and Android β€” every feature in this guide is included.