💳 Accounts & Groups
Create and organise your accounts, and see your net worth.
The Accounts tab
Accounts are shown inside groups. At the top you see Net Worth, Assets and Liabilities. Each account shows its balance. Credit cards also show their status in a coloured line: Overdue (red), Due or Upcoming; loans show what is due this month.
Add an account
- Open the Accounts tab and tap + (Add Account).
- Choose the account type (see Account types).
- Enter the name, group, currency and opening balance. Extra fields appear depending on the type (for example credit limit, EMI, target amount).
- Tap Save.
The opening balance you enter is recorded as a first income (or expense) transaction dated today, so it shows up in the account’s Ledger. For a loan, the opening debt is worked out from the EMI and the number of EMIs still to pay.
The free version allows up to 10 accounts. Deleted accounts still count toward the limit until you delete them forever from Deleted Accounts. Premium (or a referral unlock) removes the limit. See Premium & Rewards.
Account details
Tap an account to open it. Most accounts have Ledger and Stats; these account types also have a Dashboard tab: Credit Card, Bill, Goal, SIP, Recurring Deposit and Insurance. Other types (Cash, Bank, Debit Card, Loan, etc.) open directly on the Ledger.
- Dashboard – a summary suited to the account type: statement and due status for credit cards, cycles for bills, progress for goals, and Paid / Overdue / Upcoming installments for SIP, RD and Insurance. See Upcoming, Due, Paid and Overdue.
- Ledger – every transaction of the account with a running balance (not shown for debit cards). You can select several for bulk actions like on the Transactions tab.
- Stats – charts and category breakdown for the account.
Hide, exclude, reorder
- Hide account – removes it from the Accounts list and totals but you can still add transactions to it. Use Show hidden accounts to see hidden ones. (Whether hidden accounts appear in pickers is set in Hidden Accounts in Pickers.)
- Exclude from totals – keeps the account visible but leaves it out of Net Worth and totals (marked “Excluded in Total”).
- Reorder accounts – choose the reorder option, tap an account, and use the arrows to move it.
Close, reopen and delete
- A closed account shows a CLOSED badge; use Reopen Account to activate it again.
- Delete Account moves it to Deleted Accounts (“Move to Deleted?”). You can Restore it later or Delete Forever. See Deleted items & data reset.
- Closed and deleted accounts are read-only. You cannot add, edit, delete or move transactions on them, and nothing (repeat schedules, Smart Import, PC Manager, CSV import) will post to them. Reopen or Restore the account first, then make your change.
- Delete Forever is blocked while the account is still in use. Casviz lists what still refers to it – repeat transactions, Smart Import rules, Smart Import log entries and linked debit cards – with a Review shortcut for each. Remove or change those items, then try again. (If only Smart Import log entries remain, Unlink from SMS log keeps the entries but removes their link to this account.)
Nothing is deleted behind your back. If something is still in use, Casviz tells you and lets you decide.
Account groups
Go to Settings → Account Groups to add, rename, reorder or delete groups. The default group cannot be deleted, and a group must be completely empty before it can be deleted – active, closed and deleted accounts all count. Move them to another group, or delete them forever first. Deleted groups can be restored from Settings → Deleted Account Groups.
