Can I create separate accounts in the Finance section (like bank and credit card)?

Can I create separate accounts in the Finance section (like bank and credit card)?

No, the Jarbas finance system doesn’t allow you to create separate accounts for things like bank and credit card.

What the Finance system includes

• Transaction categories to classify your income and expenses
• Payment methods such as cash, PIX, or card
• Basic cash flow tracking to monitor your finances

What you can do

Filter by payment method
• View your transactions by type — for example, cash, PIX, or credit card
• This helps you get a general idea of where your money is coming from or going

Use categories to stay organized
• Group expenses by type (food, transportation, etc.)
• Group income by source (sales, services, etc.)

Generate basic reports
• View total income and expenses
 • Keep track of your overall cash flow

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