Adding a Manual Account

To add an account, go to the Profile tab and select Finances. 

Under Finances, select Accounts then click Add a New Account.

From the Add New Account type list, select Manual Account.

  • Select the Tax Category, Account Type and Owner
  • Enter in the Current Value as well as the Cost Basis
  • Click on the calendar to pick the date the account was Last Updated

Enter the rest of the information if available. Click Save once you have entered in all of the account information. Repeat the steps to add more accounts.


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