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How can I create a sub-account?

Updated over 3 years ago

You can create a sub-account in the Accounts section.

To create a sub-account:

  1. Click the Create sub-account button on the right side of the screen.

  2. In the popup window, name the sub-account.

  3. Add the description for the sub-account optionally.

  4. Enter the amount you want to transfer to the sub-account.

  5. From the dropdown list, choose the source from where you want to transfer the amount to the sub-account. It can be your Primary account or another sub-account.

  6. Click the Create sub-account button.

Once the new sub-account is created, you can create budgets inside of it, cards, and invoices and spend freely, just like in your primary account.

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