Adding Accounts

Adding Accounts

You'll need to add an account to Kualia to start putting into your envelopes (categories) to be spent from. This can be either a linked account (through our integration with Plaid) or a manual account. Either one works, and it depends on your preferences. To add an account, head to the Accounts page and simply select the "add account" button. From here you'll have the option to select a linked or unlinked account.

Your accounts will be directly tied to how you assign your budget in the next step… Remember the envelope methodology, budgeting for the future, using dollars available today!