How do I add a manual bank account?¶

If you'd rather not connect a bank feed — or you want to track an account that can't be linked — you can add an account by hand and import its transactions yourself.

Step 1. Go to Bank and click Manual Account (top right).

Step 2. Choose the Account Type — Business, Property, Personal or Super.

Step 3. If you chose Business, select which Company the account belongs to. Property accounts can optionally be linked to a rental property. For a Super account, choose whose super it is — a household member is required. (Personal accounts can optionally be linked to a member too.)

Step 4. Enter an Account Name (for example, "Business Savings"). Optionally add an Account Number.

Step 5. Enter the Opening Balance and Opening Balance Date. Use a negative figure if the account is overdrawn.

Step 6. Click Save. You'll see a "Bank account added." confirmation and the account opens.

Step 7. Add transactions using the Import button inside the account — see How do I import bank transactions from CSV?. A manual account has no live feed, so you keep it up to date by importing.

Note: manual accounts count towards your plan's bank-account limit. The usage badge at the top of the Bank page shows how many you've used.

Related guides¶

• How do I connect my bank?
• How do I import bank transactions from CSV?
• How do I categorise bank transactions?