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# Accounts dialog

The accounts dialog is used to add, edit and manage the accounts of the current wallet.

## Dialog call

- main window menu: Manage / Accounts
- main window tool bar.

## Using accounts dialog

### Account list

display the actual list of accounts in the wallet. The account at the top of the list will be the one to be displayed when opening your wallet. You can easily change the accounts order using Drag&Drop process.

= account is part of the budget

### Buttons

Add | add a new empty account.
Edit | edit the active account.
Delete | delete the active account. This is only possible if the account has no transactions.

### General

Type | the type of the account
Group | the group name of the account
Institution | the bank name where the account is registered.
Number | the bank account number itself.
Start balance | the initial balance amount, i.e the balance before the first transaction.
Currency | the currency of the account, you can manage this list with the currencies dialog If the account you change contains internal xfer, any target account will change of currency as well
This account was closed | the bank account is closed. please also note that closed account are no more considered for reports.
Notes | optional notes you may want to add

### Behaviour

Default template | the template transaction prefill new transaction with. From the main window, the template will work only if you preselect an account in 'Your accounts' list
Exclude from account summary | the account will must not be used into the account summary list of the main window.
Exclude from the budget | the account will not be used for the budget data.
Exclude from any reports | the account will not be used for any report data.

### Misc.

Overdraft at | the balance threshold, if you have an authorized balance, this will be used in the Balance report window.
| Maximum | the maximum amount for this account
Chequebook 1 | the next cheque number of first pad to be used (this is auto updated later when you add some transactions).
Chequebook 2 | some of the above but for a second cheque pad (for a joined account)