The first step to tracking your Finances and Investments is to add your bank account to the Bank Accounts table. This will help you keep everything organized in one place. Follow this step-by-step guide to get started!

📌 Steps to Add a Bank Account:

  1. Click “Add Bank Account
  2. Add Balance - Set the current bank account balance. To update, just change the value here every time.
  3. Enter the Account Name – Give your account a name so you can easily recognize it.
  4. Select the Account Type – Click on the Account Type field and choose between PHP or USD, depending on the currency of your account.
  5. Pick your Bank Name – Click on the Bank Name field and select your bank from the drop-down list.
  6. Add Goal and Goal Amount - Optional, set a goal and target for the bank account.
  7. You're all set! – Your bank account is now set and ready for tracking! 🚀