If you have an asset without an online connection (like a boat, jewelry, or cold hard cash), you can create a manual account to track it.

Manual accounts can also be used for accounts that cannot be connected through our third-party aggregators. For example, mortgages, car loans, and some retirement accounts may not always work well with aggregators, and may have a hard time staying connected or syncing. Rather than continuously needing to updated your login credentials, you can simply update the balance when needed.

These manual accounts work especially well when the asset or account doesn’t have many transactions and the balance of the account doesn’t change often.

As the name implies, manual accounts track balances and transactions manually, so this information is updated by hand.

Manual Account Balance Updates

Whenever the balance changes, you can update it by selecting “Edit Account.” If you don’t need to keep track of individual transactions under the account, just changing the balance is a great way to keep manual accounts current.

Additionally, you can Upload account balance history into manual accounts. The upload CSV flow is the only way to change the balance history of a manual account at this time.

Manual Account Transaction Updates

You can add a manual transaction to any account by clicking "Add Transactions" from either the account or transaction tab.

You can also Upload a CSV file of transactions to a manual account which is a great way to quickly add a lot of transactions. When you upload the CSV file, you will be able to choose to automatically update the balance of the account. If you add transactions manually, you will also be able to update the balance of the manual account.