Move accounts between categories

Good news, Smoothies!

You can now easily change whether accounts are categorised as Spending, Savings or Debt accounts in Smoothy Accounts.

Your ‘Cash balance’ in Smoothy is the combined balances of all the Spending accounts you’ve connected to Smoothy. Sometimes the category that Smoothy puts accounts into doesn’t feel right (the data that we get from banks can be inconsistent), or there’s another reason you want to exclude an account from showing in your Cash balance total.

So now you can change it! You can move accounts between Spending, Savings & Debt account categories, or Hide an account from that category.

If you want to disconnect any or all accounts from Smoothy, go to Settings / Account connections.