The Account List is where you can see all of your accounts in one simple view.
Think of it as your master directory of everything connected to Sequence.
What It Shows
The list displays:
All accounts, income sources, and pods in your setup
Current balances for each one
Options to filter by:
Institution
Beneficiary
Type (account, pod, or income source)
Why It’s Useful
The Account List helps you:
Quickly check balances across all accounts
Focus only on certain beneficiaries or institutions
Navigate directly into specific accounts without hunting in the Money Map
It’s your fastest way to confirm “where things stand” at a glance.
Going Deeper into Any Account
Click on any account in the list to:
View its transaction and transfer history
Edit or review any rules associated with it
Open its Debit Card Hub if a Sequence debit card is connected
How to Get There
On the left-hand navigation bar, look for the third button down — the one with the three bullets icon.
That’s your entry point to the Account List.
Next Up: Intro to Rule Management
In the next section, we’ll walk through the Rule Management page — the place where you can view, edit, and organize all your rules from a bird’s-eye view.