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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.

  1. Go to Accounts and choose Add asset or loan.
  2. Pick a type and enter a name and what it's worth, or what you still owe.
  3. Update the value whenever it changes.

Bank and card accounts are added by connecting them, so balances and transactions stay current without any typing.

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