Skip to main content

The Sub-accounts Overview

Updated over 8 months ago

What is a sub-account?

A sub-account is a secondary account linked to the primary one. Each sub-account acts like an individual account with its own balance. You can open multiple sub-accounts for any purpose: to keep operational expenses separate from savings and investments, divide partners, and more.

What can I do inside my sub-account?

Sub-accounts have their own balance, budgets, cards, and invoices. This way, all your expenses are neatly organized in their sub-accounts so that they won't get lost in the shuffle of your primary one.

How can I create a sub-account?

Inside Accounts, click the Create sub-account button. Set the name, primary account, start balance, and other details. You can read more about creating sub-account in this article.
​

How can I deposit to my sub-account?

Click the Move money button and choose Transfer between accounts. Transfer to/from any sub-account in a few clicks. You can read more about how to deposit to a sub-account in this article.
​
​
If you have any questions or need further clarification, feel free to reach out to our support team via live chat! 😊

Did this answer your question?