Managing Entities

An entity represents a person, business, or project you track finances for. You can create multiple entities and switch between them; limits depend on your plan.

Create an Entity

Use the entity switcher (top of the app) and choose "Create Entity" or go to the appropriate screen
Enter a name (e.g. "My Personal Finances", "Acme LLC")
Select the entity type: Personal, Business, or Project
Save to start adding accounts and transactions for that entity

Switch Between Entities

Use the entity switcher dropdown to change the active entity. The dashboard, accounts, transactions, and reports will show data for the selected entity.

Entity Limits by Plan

FREE allows 1 entity; BASIC allows 3; PREMIUM and ENTERPRISE allow unlimited entities. If you can't add another entity, see Plans and Feature Limits to upgrade.

Edit or Remove an Entity

Use the entity settings or edit option from the switcher to change the name or type. Removing an entity may require that it has no accounts or data, or that you confirm deletion.

See also Getting Started and Plans and Feature Limits.

Getting Started with Fiscal FlowcastLearn how to set up your account, create your first entity, and start tracking your finances.
Plans and Feature LimitsUnderstand what each plan includes, why a feature might be locked, and how to upgrade.
Managing Your AccountsAdd, edit, and organize your financial accounts including checking, savings, investments, and loans.

Managing Entities