Maybe one of your financial institutions doesn’t support our software, or you’ve paid off a mortgage, so there isn’t an online account for it. If so, add a manual account to track things with a lot of value: a house, a car, cash, a loan you’re paying back to a friend.
If you’re adding certain types of accounts like car loans or mortgages, it’s important to input the full value of the property associated with the account (like a house or car), so the app will track the positive value of your assets, not just your debt.
Adding an manual account
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From the Dashboard, tap View All Accounts on the bottom of the panel to bring up a list of accounts.
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On the Accounts page, tap Connect at the top right to see a list of financial institutions.
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Scroll to the bottom, and tap Add a Manual Account.
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Give this account a name and a starting balance.
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Tap Account Type and then choose an account type:
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Enter the account's details. This could be a balance, APR or APY on investments, or mortgage accounts. Each type of account requires slightly different information, so you may need to pull out a statement, make a call, or sign in to another account.
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Tap Save.
To learn more about the Accounts tool, watch the quick clip here.
Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.
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