How do I add a manual bank account?

Manual accounts allow you to input details of accounts that you hold that you cannot or prefer not to connect.

Navigate to Net Worth from the Overview dashboard.

Mobile

You will now be in your Net Worth screen. From here you can add a manual bank account (and add, delete and edit manual assets and liabilities).

To add a manual bank account, tap the + symbol in the top right hand corner. From here select Add Manual Account. Once you have done this, enter the name and balance of your account.

Your account balance will now be reflected in your Net Worth. Changes to this account need to be done through your Net Worth screen, and this is also where you will view it.

Adding transactions to your manual bank accounts are also done from the Net Worth screen. Click on the bank account and select Add Transaction. Here you will be able to enter debit and credit transactions.

Desktop

Select View Details to be in your Net Worth screen. From here you can add a manual bank account (and add, delete and edit manual assets and liabilities).

To add a manual bank account, select the arrow to the left of Bank Accounts. At the bottom of your accounts list select Add Bank Account. You will be given the option to connect existing accounts here, or you can select Add Manual account from the bottom of the screen. Once you have done this, enter the name and balance of your account.

Your account balance will now be reflected in your Net Worth. Changes to this account need to be done through your Net Worth screen, and this is also where you will view it.

Adding transactions to your manual bank accounts are also done from the Net Worth screen. Click on the bank account and select Add Transaction. Here you will be able to enter debit and credit transactions.