Add Account

Track a bank account, brokerage, or crypto exchange

Connect your bank

Securely link your account with Plaid for automatic balance updates and transaction syncing.

Or enter details manually

Account Name

Account Type

Entity

Currency

Account Number

Routing Number

Username

Current Balance

$

Notes

Cancel

Account Types

Checking: Day-to-day bank accounts
Savings: Savings and money market accounts
Brokerage: Investment accounts (Fidelity, Schwab, etc.)
Crypto Exchange: Cryptocurrency exchanges (Coinbase, Kraken)
Credit Card: Credit card accounts (shows as negative balance)
Other: Any other account type