Accounts and account kinds
Add checking, savings, cash, cards, loans, investments, crypto, property and vehicles to Bordity, each in its own currency.
Steps
- Add an account
Go to Accounts and choose Add account.
- Describe it
Give it a name, pick its kind and currency, and optionally the bank or institution.
- Set the starting point
Enter the opening balance and the date it applies to. Transactions after that date move the balance.
Kinds of accounts
Assets: checking, savings, cash, investment, crypto, property, vehicle and other asset. Debts: credit card, loan and other liability. Debts count against your net worth.
Investments and property
Bordity tracks these by value, not by individual stocks or prices. When the value changes, open the account and choose Update balance: Bordity records an adjustment for the difference, so the history shows when the value moved.
Archive instead of delete
Closed an account? Archive it. It leaves your lists and totals but keeps its history. Archived accounts do not count towards the plan limit.
Leave an account out of net worth
Turn off “Include in net worth” for money you track but do not own, such as an account you manage for someone else.
Still stuck? Write to contact@bordity.com and a person will answer.