How to create a custom account

If you have assets or liabilities that cannot be added to Moneytree like a car repayment or home loan, you can add them by creating a custom account. Here are steps on how to set it up.

iOS

1.On the Balances Card scroll all the way down and tap “Other Accounts”.

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2.Tap “Add other account”

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3.Name your custom account and input the amount you wish to track. Tap the “+” icon to create a custom asset account. Change it to “-” to create a custom liability account. Tap “Save” when done.

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4.Now you have a custom account called “My savings”.

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5.To manage your custom account, go to the Vault view, and tap Other Accounts to access settings such as hiding or deleting the account.

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6.Tap “My savings”.

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7.Tap Show in Balances to hide the account, or tap Delete Account if you do not wish to use it anymore.

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Android

1.On the Balances Card scroll all the way down and tap “Other Accounts”.

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2.Tap “Add other account”

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3.Name your custom account and input the amount you wish to track. Tap the “+” icon to create a custom asset account. Change it to “-” to create a custom liability account. Tap “Save” when done.

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4.Now you have a custom account called “My savings”.

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5.To manage your custom account, go to the Vault view, and tap Other Accounts to access settings such as hiding or deleting the account.

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6.Tap “My savings”.

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7.Tap Show in Balances to hide the account, or tap Delete Account if you do not wish to use it anymore.

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If you still need help with Moneytree, 
or have any questions about the service, please contact [email protected]