Manual accounts are accounts that you update to record all transactions and account balances. The management of manual accounts is hands-on, so it requires more discipline than using connected accounts. However, it’s a great way to help you take control of your money!
You can create as many manual accounts as you’d like.
Basic Users: We recommend creating accounts to align with your actual bank accounts as well as a cash account.
Pro Users: You can use a manual account to track your cash spending and for any other bank accounts you don’t/can't connect to the FaithFi app. If Plaid does not connect to your bank, you can create a manual account and upload a CSV with your transactions.
To create a new manual account, follow these steps:
- From the Accounts screen, select the bank icon in the upper right corner of the screen.
- Choose the option for “Manual Account.”
- Give your account a name. For example, “Cash” or “Chase Checking.”
- Add the current dollar amount of your account’s balance.
- Choose the appropriate Account Type.
- Select “Save.” Your account will be created.