Accounts

The Accounts view displays all accounts grouped by Assets and Liabilities. Select an account to see its balance history chart and snapshots.

Assets vs Liabilities

Assets (checking, savings, investments) have positive balances. Liabilities (credit cards, loans) are stored as negative values internally but displayed as positive for readability. Your net worth is assets minus liabilities.

For liability accounts, the chart inverts trend colors: decreasing balances are good (paying down debt).

Balance Snapshots

Snapshots record your balance at a point in time. They’re created:

• Automatically during bank sync
• Manually via + Add Balance (s)
• When recalculating from transactions

Recalculating Balances

If your balance history seems off, you can recompute it from transactions:

1. Select the account and press r
2. Enter a known starting balance and date
3. Treeline computes daily balances forward from that point

This replaces existing snapshots.

Deleting an Account

Deleting an account (d) also deletes all its transactions and snapshots. This cannot be undone.