What if I want to change an account behavior?

You can change how Roo treats an account by changing its behavior in the account settings.

First, it helps to know what each account type means. See Account Types In Roo.

Here is what each change does:

• Changing an On Budget account to Off Budget stops it from funding your pouches.
• Changing an Off Budget account to On Budget starts tracking its transactions and adds its balance to your plan.
• Changing an account to Hidden removes its money from your pouches and your net worth.

Before changing, ask yourself:

Tip

Do I want this account’s balance flowing through my River?

• If yes → On Budget
• If no → Off Budget or Hidden

Changing An Account’s Behavior

1. Go to Menu → Accounts.
2. Select the desired account.
3. Click the gear icon in the top right corner of the account information box.
4. Make your desired change to the Set Account Behavior drop-down.

You can change this at any time.

Credit Cards

Credit cards are set to Payback Mode, and changing that behavior has some extra effects you should know about.

See also: What if I want my credit card to act like a checking account?