> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/assets/accounts.md).

# Manage Accounts

## Add an Account

1. Open **Assets** and tap **Manage** at the top right.
2. Tap **Add Account**.
3. Enter a name, account type, currency, and current balance.
4. Configure a group, icon, color, book scope, or statistics options as needed.
5. Tap **Save**.

{% hint style="warning" %}
When adding an account for the first time, enter its real balance on the day you begin using Daak as the **Current Balance**. Do not add historical records already included in that balance. Books do not have balances.
{% endhint %}

## Update an Account Balance

If a bank balance and Daak differ, open the account, choose **Update Balance**, and enter the actual current balance and date. Daak saves a balance adjustment record instead of rewriting historical records.

## Account Groups

Create groups on the account management page to organize accounts by bank, purpose, or owner. Drag accounts to change their group and display order. Groups affect presentation only and do not change a record's book.

## Edit and Archive

| Action            | Method                                                           | Result                                           |
| ----------------- | ---------------------------------------------------------------- | ------------------------------------------------ |
| **Edit**          | Tap an account to open its edit page                             | Change its name, icon, color, and other settings |
| **Archive**       | Swipe left in the active list and tap the archive icon           | Hide it from common account pickers              |
| **View archived** | Tap **Archived** at the bottom of the management page            | Switch to the archived account list              |
| **Unarchive**     | Swipe left in the archived list and tap the green unarchive icon | Restore it as a commonly available account       |

{% hint style="info" %}
Archiving an account preserves its historical records but removes it from common account choices.
{% endhint %}

## Delete an Account

{% hint style="danger" %}
Deleting an account does not delete historical records. Stop sharing a shared account before deletion. To hide an inactive account, archive it instead.
{% endhint %}


---

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