Your accounts
See all your accounts and your total balance in one place, open an account's details, or remove an account you no longer want to track.
Accounts shows every account you have added to Finsplore, with your total balance across all of them. It is the quickest way to see how much you hold and where.
What you see on Accounts
- Total balance: the combined balance of your accounts, and how many accounts and banks it covers.
- Your accounts: each account with its name, the last 4 digits of its number, its type (such as Everyday or Savings), its balance and its share of what you hold.
- By institution or By type: group your accounts by bank, or by kind of account.
Each account also shows the date of its latest transaction. If that date is old, import a newer statement to bring the account up to date.
Open an account
Click an account to see its Balance and Details: its type, account number, bank and latest transaction. Click View transactions to see only that account's transactions.
Balances and details come from your bank's statements, so you cannot edit them in Finsplore.
Remove an account
Removing an account permanently deletes it and every transaction imported into it. This cannot be undone.
- Open Accounts and click the account.
- Click Remove account.
- Read what will be deleted, changed and kept.
- Enter the password you sign in with to confirm it is you.
- Click Remove account.
Keep the tab open until it finishes. You return to Accounts, with a message that the account was removed.
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