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Opening the create account form

You can create a new account from two locations in Commander Finance. The Home page displays a Create Account button when you first log in, and the Accounts page also includes an Add Account button. When you click either button, a form appears on top of your current page. If you have a Sync subscription, Commander presents a choice between Manual and Automatic account creation. Select Manual to create an account where you enter transactions by hand. Core subscription users proceed directly to the manual account form without seeing this selection.

Entering account information

Fill in the create account form:
1

Enter a name

Up to 120 characters. Commander prevents duplicates and displays an error if you reuse an existing account name.
2

Select an account type

Choose Depository for checking or savings accounts, or Credit for credit cards and lines of credit.
3

Set the color

New accounts open with a random color picked to differ from your existing accounts. Click the shuffle button next to the swatch for a different random color, or set a specific color using the hex entry box or the color picker.
4

Enter the initial value

Accepts positive, negative, or zero. This becomes the account’s starting balance.
If you have a budget loaded, the form also displays an Include in Budget checkbox near the bottom of the form. Leave it checked to count this account’s transactions toward your active budget, or clear it to exclude the account from budget calculations. New accounts default to included; when editing an existing account, the checkbox reflects its current setting.

Completing account creation

Click Save to create your account. Commander adds the account to your accounts list in alphabetical order and returns you to the page where you opened the form. The new account is ready to accept transactions. If you decide not to create the account, close the form using the Cancel button, the X button, or by clicking away from the form.