Go to the Wallet tab and tap + (or Add when you have no accounts yet).
1. Pick the kind of account
| Group | Kinds |
|---|---|
| Funds | Cash, E-wallet (e.g. GCash, Maya), Bank card, Online pay |
| Credit | Credit card, Credit line |
| Prepaid | Member card, Transit card, Meal card, Deposit |
| Investment | Insurance, Crypto, Stocks |
| Debt | Borrowed, Lent, Reimbursement (see How do I track a debt?) |
2. Fill in the details
- Name: anything that helps you recognise it, e.g. "BDO Salary card".
- Currency of the account.
- Balance: what's in it right now.
- Count toward total assets: turn off if you don't want this account in your net worth.
Credit cards also have optional credit limit, bill day and due day fields. The card number field is just a memo to help you tell cards apart. Nothing is charged or connected, and you can leave it blank.
NEXO never connects to your bank or e-wallet. Balances only change when you log something in NEXO.