Account types

You can track numerous types of accounts with SEE Finance. Learn more about the various account types available below.

Banking

Banking

Track the various types of banking accounts you have using the following subtypes:

  • General: For use when a more specific subtype doesn't apply.
  • Checking: For tracking checking accounts.
  • Savings: For tracking savings accounts.
  • Money Market: For tracking money market accounts.
  • Credit Line: For tracking lines of credit.
Credit Card

Credit card

For tracking credit card accounts held at institutions.

Cash

Cash

For tracking cash you have on hand such as in your pocket, in a piggy bank, or at any other location outside of an institution.

Investment

Investment

Track the value of investments using the following subtypes:

  • General: For use when a more specific subtype doesn't apply. Can track cash and holdings.
  • Brokerage: For brokerage accounts. Can track cash and holdings.
  • Single Mutual Fund: For tracking the shares of a single mutual fund. Does not have a cash balance.
Asset

Assets

Track the value of different types of assets:

  • General: For use when a more specific subtype doesn't apply.
  • Real Estate: For tracking the value of owned property.
  • Car: For tracking the value of cars.
Liabilitiy

Liabilities

Track the value of liabilities.

  • General: For tracking any kind of liability.
Loan Issued

Loans Issued

Track the value of loans you make to other individuals or entities.

  • General: For tracking any kind of loan you make to other individuals or entities.
Loan Borrowed

Loans Borrowed

Track any loan you have taken out using the following subtypes:

  • General: For use when a more specific subtype doesn't apply.
  • Auto: For tracking auto loans.
  • Consumer: For tracking consumer loans.
  • Mortgage: For tracking mortgage loans.
  • Commercial: For tracking commercial loans.
  • Student: For tracking student loans.
  • Military: For tracking military loans.
  • Small Business: For tracking small business loans.
  • Construction: For tracking construction loans.
  • Home Equity: For tracking home equity loans.
Income

Income

Track your income in accounts of the following subtypes:

  • General: For use when a more specific subtype doesn't apply.
  • Employment: For tracking income earned from an employer.
  • Sales: For tracking income earned from sales.