Can I start without connecting a bank?
Yes. Add a manual account to record assets, investments or debts yourself.
Guide based on the current Rank beta
Manual accounts are useful when you do not want to connect an institution or when an asset type cannot sync automatically.
How to do it
- 1In Accounts, open Add account and choose Add manually.
- 2Indicate whether you are recording an asset or a liability.
- 3Select the type: cash, checking, savings, investment, property, vehicle, card, mortgage, loan or other.
- 4Enter the name and balance; some types ask for additional information.
- 5Save the account and confirm that it appears in the correct group.
Keep in mind
- Manual account balances do not update automatically.
- You can create multiple manual accounts from the same institution.
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