Money Accounts guide

Create a Money Account

Create a Bank or stored-balance Card account with a currency and opening balance in Nestiva.

4 minute readUpdated August 28, 2026
What you’ll accomplish

Create a Bank or stored-balance Card account with a currency and opening balance in Nestiva.

How to do it

  1. Open Money Accounts

    From Expenses, open Money Accounts and tap Add account.

  2. Choose the type

    Select Bank or Card; this is only a label for the stored balance.

  3. Name the account

    Use a recognizable name such as Daily spending or Travel card.

  4. Set currency and opening balance

    Enter the available amount you want Nestiva to begin tracking.

  5. Save

    The opening amount becomes the first immutable movement.

Before you finish

Check that you are in the intended Personal or household workspace and review the saved result. Nestiva keeps each workspace separate so the same action can produce different records or settings depending on the active space.

Next Money Accounts guide

Deduct an expense from a Money Account