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Managing accounts
Keep checking, cards, PayPal, Etsy, and other accounts straight so uploads land in the right place.
Last updated 2026-09-05
Accounts is where you name the pots money moves through: checking, cards, PayPal, Etsy, and similar.
Why accounts matter
When you upload a statement, you assign it to an account. That keeps charges from one card from mixing into another.
Balances
Account balances reflect what Fern has stored from your uploads. They are not a live bank balance, because Fern does not connect to the bank.
Settings shortcut
Settings links to Accounts. Business name is also edited there.