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How do I set up a joint bank account?

Add a regular checking account, and then follow these guidelines:

  1. Add a new tag for each person. You can even use a single letter, such as T for Terry and C for Chris.
  2. For the opening balance, use a split transaction to allocate an amount to each person.
  3. When you enter transactions in the register (for deposits or expenses) assign a tag (T or C in this example) to each transaction.
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