What if I want to change an account behavior?

You can change an account’s behavior in the account settings.

When you change the behavior, you are changing how Roo treats that account in your plan.

• Changing an On-budget account to Off-budget will stop it from funding your pouches.
• Changing an account to Hidden will remove it from your River and your net worth.
• Changing an Off-budget account to On-budget will begin tracking its transactions and include its balance in your plan.

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

You can change this at any time.

See also: Account Types In Roo