How to add an account

An account is a bucket for related holdings — a brokerage, a bank account, a custody wallet, anything.

1. Go to Holdings.
2. Click Add account.
3. Fill in the fields:
   • Name — required (e.g. "IBKR taxable", "Treasuries").
   • Currency — the account's base currency. Transactions in other currencies are converted using the exchange rate on the transaction date — see language & currency.
   • Site URL (optional) — a broker or bank's website (e.g. interactivebrokers.com); Skarbfolio uses that site's favicon as the account's icon instead of the color swatch.
   • Color — the accent swatch shown when there's no site icon.
   • Tags (optional, up to 6) — free-form labels to group and filter accounts, e.g. by broker, goal, or family member. Pick a suggestion or type your own and press Enter.
   • Note (optional) — anything you want to remember about what lives in this account.
4. Save — the account now appears in your Holdings list, ready for holdings and transactions.

Notes

• Tracking an on-chain crypto address? Create the account first, then add the address from its ⋯ menu → Add crypto address — see tracking crypto addresses.
• Every field here can be changed later — see How to edit or rename an account.