Manually add info for unlinkable accounts
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Carolyn
I’d like the option to add information about accounts I have that don’t link through Plaid, for example my 401(k) through my employer. An option to simply input how much is in the account to display on the dashboard and maybe even how much I contribute each month would help with calculating my net worth and tracking retirement goals. Thank you!
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Denise
Commenting here to hopefully boost this a little bit more. I have some accounts that are not recognized in the "link" list. I would love to be able to manually enter those amounts or something so that I have a full view of my finances and an accurate budget. Because of these accounts not being able to be linked, I've been using tools outside of Rocket Money, which is a shame b/c I like Rocket Money. But without this option and not having a full view of my accounts in one place, the practicality of the app is lacking.
Juliet
Merged in a post:
Accounts that do not link | Load Statement Option
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Daniel
There are several accounts i have that are not setup on Plaid so there is no linkage making the net worth feature more cumbersome. For example, i have 401k accounts with Voya, Alight, a Regions Mortgage, HSA Bank Accounts, and others that I can't link. You should have an option to add accounts manually and ideally i could just load a month-end statement (in pdf maybe) and you should be able to read the transactions and ending balances to include in the Net Worth calc.
Juliet
Merged in a post:
Allow "savings" option for manually added Assets
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Joel Burgess
Right now, only "Cash"category is allowed for net worth. For members whose savings accounts aren't supported by Plaid, it would be helpful to see a "savings" category so that the asset displays in the savings section on Dashboard, instead of "Cash".
Leon
To take this a step further, it would be a total game-changer if we could link these manual accounts to our actual bank transfers. For something like a retail loan that won’t sync, I’d love to just enter the interest rate and the 0% promo end dates, and then tell the app 'this recurring transfer from my checking account belongs here.' The app could then auto-project the balance based on the payments it already sees, only asking me to 'true-up' the actual number once every few months. It would make tracking un-syncable debt so much less of a chore.
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Anita
Yes or be able to add manual balances for gift cards or credits held at stores etc.
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Shaw
I am about to quit my sub to Rocket because it seems you are not addressing basic requests.
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Mark
Suddenly Apple Card and the Apple Savings Account are no longer able to link, so being able to manually enter the information would be a big help.
Juliet
Merged in a post:
Ability to add manual account
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Melonie Holmes
Need to be able to add manual accounts to track things like cash.
Juliet
Merged in a post:
Custom accounts
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Alexi
Users should be able to add custom bank accounts or accounts from outside the US banking system to provide a more accurate overview of their actual assets and expenses.
Juliet
Merged in a post:
For non-supported institutions (e.g. my HSA provider) -- manual entry to have rough tracking
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Rachel
I would love to be able to include my HSA in my overall tracking. It would be useful to be able to see that money is there, and it would be a useful reminder to use it when interacting with the health care system. I would also like to be able to see transactions associated with the account. Since the institution is not yet supported, I would be willing to add it in manually as needed
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