The Account Page is the foundation of your entire Finance Manager. This is where you connect your Notion template to your real-world financial status.

🌟 Page Overview

⚙️ 1. The Logic: How "Current Balance" is Calculated

🚀 2. Step-by-Step: Adding a New Account

📂 3. Navigating the Views

✅ Success Checklist

• [ ] Initialize Every Account: Don't leave out "Cash" or "Digital Wallets."
• [ ] Match the Opening Balance: Ensure your starting numbers match your bank app exactly.
• [ ] Review Transactions: Periodically check the "Transactions by Account" table to ensure no duplicate entries were made.

Setup Tip: To change the currency symbol ($ to €, etc.) for your entire account list, follow the Currency Setup instructions in the Main Dashboard guide!