Edit or Delete an Account

Accessing Account Details

In Dialcash, all your accounts are accessible from the accounts section.

To view an account:

• Tap an account in the accounts list
• A view will open with its information and balance

From this view you can review and manage the account.

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Available Information in an Account

When entering an account’s details you can see:

• Account name
• Account type
• Current balance

This allows you to understand the role of that account within your budget.

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Editing an Account

Editing an account is useful when:

• You want to change the name
• You need to adjust the account type
• You decide to change its main or non-main account status

When editing an account:

• The budget updates if its main account status changes
• Associated transactions remain intact

No information is lost when editing.

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Deleting an Account

Deleting an account is recommended when:

• You no longer use it
• It was created by mistake
• You want to simplify your organization

Before deleting an account, keep in mind:

• The account must be empty or without transactions
• The balance adjusts automatically

This prevents inconsistencies in your history.

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Edit or Delete?

A simple rule:

• ✏️ Information change → Edit
• ❌ Unnecessary account → Delete

Both actions are designed to keep your information clean.

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Changes Reflected Automatically

Any change to an account:

• Reflects in the budget
• Adjusts corresponding balances
• Changes or removes associated transactions
• Doesn’t affect other accounts

Dialcash takes care of the rest.

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Best Practices

• Review your accounts periodically
• Delete the ones you don’t use
• Keep only the necessary ones

Fewer accounts, more clarity.

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Summary

• You can edit or delete accounts at any time
• Changes are safe and controlled
• The budget adjusts according to configuration

Managing your accounts is an essential part of financial control.