> 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/zh-cn/zi-chan/accounts.md).

# 账户管理

## 新增账户

1. 打开 **资产**，点击右上角 **管理**。
2. 点击 **添加账户**。
3. 填写名称、账户类型、货币和当前余额。
4. 按需要设置分组、图标、颜色、账本范围或统计选项。
5. 点击 **保存**。

{% hint style="warning" %}
首次添加账户时，**当前余额**填写开始使用 Daak 当天该账户的真实余额。不要再补录已经包含在当前余额中的历史账单；账本本身不设置余额。
{% endhint %}

## 更新账户余额

当银行余额与 Daak 不一致时，进入账户并选择 **更新余额**，输入当前实际余额和日期。Daak 会保存一笔余额调整记录，而不是直接改写历史账单。

## 账户分组

在账户管理页创建分组，可以按银行、用途或持有人整理账户。拖动账户可调整分组和显示顺序；分组只影响展示，不改变账单所属账本。

## 编辑与归档

| 操作        | 使用方法                | 结果              |
| --------- | ------------------- | --------------- |
| **编辑**    | 点击账户进入编辑页           | 修改名称、图标、颜色和其它设置 |
| **归档**    | 在未归档列表左滑，点击归档图标     | 从常用账户选择中隐藏      |
| **查看已归档** | 点击管理页底部 **已归档**     | 切换到已归档账户列表      |
| **取消归档**  | 在已归档列表左滑，点击绿色取消归档图标 | 恢复为常用账户         |

{% hint style="info" %}
归档账户不会删除历史账单，但不会继续出现在常用账户选择中。
{% endhint %}

## 删除账户

{% hint style="danger" %}
删除账户不会删除历史账单。共享账户需要先结束共享；只想隐藏停用账户时，应选择归档。
{% endhint %}


---

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