Using Manual Accounts

Manual accounts are not connected to a bank and are updated by you. Using manual accounts, you can track anything... from valuables like jewelry or real estate to a bank account that is not able to be synced or simply to track cash-on-hand.

To add a manual account, select the account type and add any relevant information as in the picture below.

A user created a Manual account valued at $2,031 that is a credit card named Test Account


Now that you have a manual account, you can update the account total by either adjusting the balance or adding individual transactions.

Learn about adding manual transactions here!

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