Accounts and wallets

Accounts organize where money lives. They are local profiles, not online bank connections.

​

Automatic discovery

When Salli accepts a supported bank alert with a masked account identifier, it creates or suggests a profile keyed by institution and masked number. Full account numbers are unnecessary. You can rename the suggestion, choose currency and type, set a balance, and enable it.

​

Manual wallets

Use More → Accounts → Add wallet for:

• bank accounts or cards that are not auto-detected;
• Cash;
• mobile wallets;
• foreign-currency wallets; and
• any other balance you want to track.

​

Enable or disable

Disabling a wallet removes it from normal entry choices but keeps its transaction history and reports. Deletion is protected when history or parser evidence still depends on the profile.

​

Balances

A balance may come from:

• an available balance value parsed from a supported bank alert; or
• a manual balance entry.

Salli labels the source and time of the balance so it is not mistaken for a live bank connection.

​

Reconciliation

Salli compares known balance changes with bank-reported balances. A warning such as “about Rs. X may be missing” means ledger movement does not fully explain the observed balance change. Review the account history for missing, duplicated, misdirected, or transfer entries.

​

Account detail

The screen includes:

• current balance and source;
• reconciliation status;
• income, expenses, and net movement for the period;
• visual movement bars; and
• account-filtered transaction history.

Tap Analyze account to open Insights with the account filter applied.