Bank connections
Adding assets and loans
Track a home, a car, crypto or a loan that no bank feed covers.
Assets and loans let you include things in your net worth that no bank feed covers, like a home, a vehicle, valuables, crypto in your own wallet, a mortgage or a student loan.
- Go to Accounts and choose Add asset or loan.
- Pick a type and enter a name and what it's worth, or what you still owe.
- Update the value whenever it changes.
Bank and card accounts are added by connecting them, so balances and transactions stay current without any typing.