Accounts #

This section covers basics of ‘Accounts’ in Econumo.

Accounts represents your accounts in financial institutions. For example, “Savings account” or “Cash”.

In this section #

• Account creation
• Managing your accounts
  • Organize accounts in folders
  • Ordering folders
  • Hiding folders
• Shared access

Account creation #

To create a new account in Econumo, specify the account name, current balance, currency, and icon.

Once the account is created, it will appear in the left sidebar:

Managing your accounts #

All your accounts are accessible via Settings -> Accounts and Folders.

Organize accounts in folders #

You can create folders to organize your accounts. Drag accounts using the dots icon next to their names. The folder structure is reflected in the left sidebar:

Ordering folders #

To reorder folders, click the three dots on the right and select either “Move Up” or “Move Down.”

Hiding folders #

To hide a folder from the main screen, click the three dots icon on the right and choose “Hide.” To display it again, select “Show.”

Shared access #

If you are connected with your partner, you can share access to specific accounts. Click “Access Control” in the account’s context menu, then select the person you want to share with and the access level.

Econumo offers three levels of shared access:

1. View Only - The invited user can see only the balance and transaction list.
2. Regular Access - The invited user can add, update, or delete transactions.
3. Full Control - The invited user can manage all aspects of the account, including adding categories, tags, and payees on your behalf.

Once access is granted, you will see both your avatar and the other user’s avatar for the shared account.