Creating an Account

What is an Account in Dialcash?

An account represents a place where you keep or manage your money. It’s not a bank itself, but a way to organize your money within the app.

Examples of accounts:

Cash
Bank account
Digital wallet
Savings

Each account has its own balance and movements.

When to Create an Account?

Create an account when:

You manage money in a different place
You want to separate expenses or goals
You need more clarity about your money

It’s not mandatory to create many accounts. More accounts ≠ better control.

How to Create an Account

When creating an account, Dialcash will ask for some basic information:

🏷️ Account Name

A clear name to identify it easily.

Examples:

Cash
Main bank
Savings

🧾 Account Type

The type helps classify the account according to its use.

Some common types:

Cash
Bank
Digital wallet
Savings

Choosing the right type makes organization and analysis easier.

💰 Initial Balance

The money the account starts with. This allows your information to be correct from the beginning.

Important Note About Main Accounts

When creating an account, you can mark it as a main account.

A main account:

Is considered available money
Adds to the general budget
Affects the balance shown on the main screen

Common examples:

Cash → main ✅
Main bank account → main ✅
Savings → usually not main ❌

You can change this option later if your situation changes.

After Creating an Account

Once created:

The account appears in your account list
Its balance is used in transactions
It can affect your budget depending on its configuration

There are no permanent or irreversible settings.

Best Practices

Use clear names
Mark as main only available money
Review your accounts from time to time

A good account structure makes everything else work better.

Summary

Accounts organize your money
Each account has its own balance
Main accounts influence the budget

Creating your accounts properly is the first step to clear financial control.

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