Bank account settings

Manage bank account types, search, ordering, credit limits, and visibility rules.

Use bank account settings when you need to:

hide an account from day-to-day planning
exclude a loan or clearing account from totals
keep historical account references without cluttering selectors
set a credit limit
classify special account types more accurately

Where to find bank accounts

Open Options in the board header, then choose Edit bank accounts.

You may also reach bank account selectors from cards, batch tools, imports, filters, and setup dialogs.

Use the bank account list

The bank account dialog shows the accounts available to the board.

Bank accounts dialog showing account rows with icon, name, type, credit limit, visibility, edit, and delete controls

Controls you may see include:

Control	What it does
Add new bank account	Creates a new account in Budgee.
Search bank accounts	Filters long account lists by name, description, icon text, type, or credit limit.
Drag handle	Reorders visible accounts. Reordering is disabled while a search filter is active.
Visibility icon	Shows whether the account is visible, fully hidden, or partly hidden.
Edit	Opens account details and visibility options.
Delete	Deletes the account and removes it from everywhere. Use this carefully.

Edit a bank account

Click the edit button beside an account to change its setup.

Edit bank account panel with icon text, account name, description, credit limit, Type of account, Hide bank account, Advanced options, and Save controls

Fields can include:

Icon color: sets the account badge colour.
Icon text: sets the short account label shown in small spaces.
Account Name: the account name used throughout Budgee.
Account description: notes for your team about what the account is for.
Credit Limit: the available credit limit, usually for credit card or overdraft-style accounts.
Type of account: the account classification.
Hide bank account: a quick switch for hiding the account from all visibility areas.
Advanced options: opens individual visibility settings.

Choose the account type

Use Type of account to classify the account so Budgee can treat it more appropriately in totals and views.

Type of account selector showing Bank, Credit card, Cash, PayPal, Loan account, and Clearing account options

Type of account selector showing additional options including Term deposit account, Offset account, Suspense account, and Investment account

Type	Common use
Bank	Everyday operating bank accounts.
Credit card	Credit card accounts and card liabilities.
Cash	Cash on hand or petty cash.
PayPal	PayPal balances or similar payment accounts.
Loan account	Loan accounts that may not be available operating cash.
Clearing account	Temporary clearing accounts used in accounting workflows.
Term deposit account	Funds held in a term deposit.
Offset account	Offset accounts linked to lending arrangements.
Suspense account	Suspense or holding accounts that need review.
Investment account	Investment or non-operating accounts.

Some types, such as loan, clearing, and term deposit accounts, may default to being hidden from balance and available totals because they are often not everyday operating funds.

Use visibility controls

The main Hide bank account checkbox turns all visibility hide options on or off together.

Use Advanced options when only some parts of Budgee should hide the account.

Advanced bank account visibility controls for hiding an account from balance totals, available totals, transactions, selectors, and views

Advanced option	What it affects
Hide account from balance total	Excludes the account from balance totals.
Hide account from available total	Excludes the account from available funds totals.
Hide transactions for this account	Hides transactions linked to the account from everyday transaction views.
Hide account from selectors and views	Removes the account from normal selectors and view options.

Visibility icons

Visible: no hide options are enabled.
Some hide options are enabled: the account is partly hidden.
Hidden: all hide options are enabled.

How hidden accounts behave

Hidden accounts are kept out of normal selectors and views so day-to-day planning stays cleaner.

Budgee still preserves existing references so older transactions, forecasts, and settings do not lose context. Where needed, an existing reference may appear as Hidden account.

Use hide options when the account should remain in history but should not affect everyday planning views. Use delete only when the account should be removed from the board entirely.

Where to go next

Searchable pickers and hidden itemsUnderstand how hidden accounts and archived categories appear in selectors.Footer totalsSee how bank accounts affect balance and available funds totals.Board header and controlsFind Edit bank accounts from the board Options menu.