Accounts is the editable home for each account's institution, type, legal registration, starting boundary, current cash handling, and target/reference models. Each row is one account and one value stream, including a Joint Brokerage linked to both real people in Profile.
Add an account
Add account opens the same stable Account → Starting data → Review
workflow used by guided setup. Review is the first save. The four starting
routes cover complete history from an explicit $0, an opening statement
before newer transactions, dated periodic snapshots (including an observed
all-zero snapshot), and an empty account to finish later. See
Guided setup for the step-by-step contract.
Custom institution names become available to future account forms, but only Fidelity and Schwab names carry CSV parser capability. A name never creates a broker connection.
Edit registration and cash history
Edit keeps Ownership and Current cash handling visible. Joint is valid only for Brokerage and links both current Profile people. Individual ownership filters exclude Joint; the Joint filter that names you and your spouse is its own exact filter.
Correcting the current cash answer preserves its recorded start. Add change records a real dated transition, while the collapsed Cash vehicle history shows earlier periods and their provenance. These edits change how RangefinderInvest groups core cash; they do not create a brokerage transaction.
Per-account tools
Transaction-tracked accounts expose Import CSV and Import history. Statement-tracked accounts expose Update snapshot and a one-way upgrade to transaction tracking; the latest snapshot becomes the opening observation, together with any share split since, so later rows cannot double-count it. A snapshot is dated on or before today, never ahead of it, and an account keeps ONE source: Edit will not switch tracking mode while the other source still holds rows. Every account exposes Reconcile holdings.
Import review is decision-first. A detected old-to-new core-fund transfer must be confirmed or rejected; a conflict with setup requires an explicit current answer; and broker cash states are Cash reconciled, a visible mismatch with Import with warning, or no checkpoint. Original ticker rows stay in Account History even when a confirmed pair becomes zero-value internal movement. See Import a broker CSV.
Account groups define reusable filters for Dashboard, Holdings, and Rebalancing. Rebalance and Withdrawals flags remain account-level facts; ownership never splits holdings or trades.
Deleting an account deletes its transactions with it and cannot be undone. Export or back up first if in doubt.