Review draft: Financial account references
Financial accounts records references used to track budgets and transactions. It does not directly link a bank account. Future bank linking was mentioned only as a possibility, not current functionality.
1. Select + New account.
2. Enter Institution and choose Type; both were marked required.
3. Enter a descriptive Name, such as Primary operating account.
4. If useful, enter a reference in Number and add Notes. Joe advised against entering a full bank account number.
5. Save with the checkmark or cancel with X.
Joe described types including checking, savings, credit card, investment, and line of credit, with references such as Venmo. Review needed: complete Type menu and reference validation. No identifier-containing image is included; only safe field-label observations and narration support this draft.