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How does Monadeo organize accounts and balances?
Monadeo lets you maintain checking, savings, cash, joint, youth, and debt-related records, choose a main account, review actual and projected balances, and connect account history to transactions and plans.
Accounts in Monadeo are records you maintain. Projected balances are estimates based on the information and recurring activity entered in the app, and real outcomes can differ.
Keep different financial records in one account model
Account types help give balances and activity the right context.
Separate actual balances from projections
Monadeo keeps present records and planning estimates conceptually distinct.
Connect accounts to the rest of Monadeo
Accounts provide context for transactions, plans, goals, and synchronized views.