Using Manual Accounts

Manual accounts are updated by you and not connected to any bank. This way, you can track anything... from valuables like jewelry, real estate, a bank account you can't sync, or 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!

Was this article helpful?
1 out of 1 found this helpful