What Are Financial Sources?
A financial source represents any account you want to track in WonderFunds: a bank account, credit card, PayPal, or any other financial account.
Sources help you organize transactions by origin and are required before uploading statements.
Source Types
| Type | Description | Example |
|---|---|---|
| Bank Account | Checking or savings account | Main Checking, Savings |
| Credit Card | Credit card account | Visa, Mastercard |
| Payment Service | Digital payment platform | PayPal, Revolut |
| Other | Any other financial account | Cash, Investment Account |
Creating a Source
- Go to Sources in the sidebar
- Click Add Source
- Fill in the details:
- Name: A descriptive name (e.g., "Deutsche Bank Checking")
- Type: Select from the types above
- Currency: EUR, USD, GBP, CHF, etc.
- Icon: Choose an icon for visual identification
- Color: Pick a color for charts and badges
Plan Limits
The number of sources you can create depends on your plan:
| Plan | Source Limit |
|---|---|
| Free | 2 sources |
| Pro | 10 sources |
| Expert | 50 sources |
Managing Sources
- Edit: Update the name, icon, color, or other details
- Archive: Soft-delete a source you no longer use (transactions are preserved)
- Delete: Permanently remove a source and all its transactions
Tip: Archive sources instead of deleting them to keep your historical data intact.