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All Account Types Sure Offers

Sure supports a comprehensive range of account types to track your complete financial picture. This page provides a complete reference of all available account types and their subtypes.

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Overview: Assets vs. Liabilities

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Asset Accounts

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Cash (Depository)

Liquid funds in bank accounts.

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Investment

Investment accounts hold securities and have tax treatment based on account type.

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United States

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United Kingdom

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Canada

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Australia

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Europe

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Generic (Available Everywhere)

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Crypto

Cryptocurrency holdings.
[!NOTE] Only exchange accounts support manual trade entry. Wallet accounts are sync-only.

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Property

Real estate assets. Additional fields:
  • Address
  • Area (square feet or square meters)
  • Year built

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Vehicle

Cars, trucks, and other vehicles. Additional fields:
  • Make
  • Model
  • Year
  • Mileage (miles or kilometers)

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Other Asset

Anything of value that doesn’t fit other categories:
  • Collectibles (art, antiques, coins)
  • Jewelry and watches
  • Equipment
  • Other valuables

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Liability Accounts

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Credit Card

Track credit card balances and spending. Additional fields:

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Loan

Track mortgages, auto loans, student loans, and other installment debt. Additional fields:
[!TIP] For fixed-rate loans, Sure automatically calculates the monthly payment based on your original balance, interest rate, and term.

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Other Liability

Debts that don’t fit the above categories:
  • Personal loans from friends/family
  • Medical bills
  • IOUs
  • Tax obligations

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Tax Treatment Explained

Investment accounts have different tax implications:
[!IMPORTANT] Tax treatment in Sure is for informational and organizational purposes. Consult a tax professional for tax advice specific to your situation.

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Choosing the Right Account Type

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Account Sharing and Permissions

Sure supports sharing accounts with other family members, allowing collaborative financial management while maintaining appropriate access controls.

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How Account Sharing Works

Accounts can be shared with other members of your family with different permission levels: Permission Levels:

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Sharing an Account

To share an account with family members:
  1. Navigate to the account you want to share
  2. Open the account settings or details page
  3. Find the “Sharing” or “Permissions” section
  4. Click Share Account or Manage Access
  5. Select the family member you want to share with
  6. Choose their permission level
  7. Click Save or Share

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Managing Shared Accounts

As an account owner:
  • You maintain full control over accounts you create
  • You can modify or revoke sharing permissions at any time
  • You can see who has access to each account
As a shared user:
  • Shared accounts appear in your account list
  • Your available actions depend on your permission level
  • You can see who owns the account

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Account Scoping

Account sharing affects how data appears throughout Sure: Dashboard and reports:
  • Your dashboard shows all accounts you own plus accounts shared with you
  • Net worth calculations include all accessible accounts
  • Reports and budgets can be filtered by account ownership
Transactions and activity:
  • You can view transactions for any account you have access to
  • Edit permissions allow you to categorize, tag, and modify transactions
  • Full access allows you to delete transactions and manage account settings
Provider connections:
  • Only account owners and users with full access can manage provider connections
  • Synced data is visible to all users with access to the account

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Family-Level Features

Some features operate at the family level and are accessible to all family members:
  • Recurring transactions: Scoped to accounts you have access to
  • Merchants: Shared across the family for consistent categorization
  • Categories and tags: Available to all family members
  • Rules: Can be created by any family member and apply to their accessible accounts
[!IMPORTANT] Account sharing is designed for trusted family members. Users with edit or full access permissions can modify financial data, so only share accounts with people you trust.

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Privacy and Security

What’s shared:
  • Account balances and transaction history
  • Holdings and investment details (for investment accounts)
  • Account metadata (name, type, institution)
What’s not shared:
  • Your login credentials
  • Provider API keys (unless explicitly configured)
  • Personal settings and preferences
Admin controls:
  • Family admins can manage provider connections for the entire family
  • Only admins can configure third-party provider integrations
  • Account owners always retain control over their own accounts