Debit & Credit User Guide

Creating Accounts

How to Create Accounts in macOS

To create a new account in macOS, click "Add New Account…" button in the left sidebar. You might need to expand Accounts section to make this button visible. After that you will need to provide account attributes (details) described here.

How to Create Accounts in iOS

To create a new account in iOS, select "Accounts" in the app settings and then tap on the button in the bottom panel. After that you will need to provide account attributes (details) described here.

How to Manage Accounts in macOS

To edit or delete an account, right click it and select the relevant menu action. You can also drag and drop accounts to rearrange them.

How to Manage Accounts in iOS

To edit an account, open the app settings, select "Accounts" and then tap on an account. To delete it, swipe it to the left in the same settings screen. You can also rearrange them by tapping on "Edit" in the top right corner and then using the drag and drop gesture.

Time to Move Further

Now you can start working directly with transactions in Debit & Credit. Learn how to do that.

Related topics: general information about transactions, how to share accounts, Mac app interface.