Manually add info for unlinkable accounts
C
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!
M
Mark
When plaid is unable to link to major financial institutions, the value of Rocket Money is far less than competitors that have the capability to upload data from credit card companies. Currently Rocket Money is unable to upload Citi Bank Costco card data so I will reluctantly change to your competitor .
Daniel
Merged in a post:
Bank info
I
Isaac
You should be able to just type your card information in manually because some people use rural area banks which aren't in the system.
Daniel
Merged in a post:
Support for adding a Manual Account
LookingForSomething
Having a savings account is normal, savings account usually has a high amount of money and people don’t feel comfortable to link savings account anywhere.
Its also common to have a direct deposit into savings account.
So having a feature to create a savings account manually where we can log a credit txn like pay cheques. It can use this manual account to support other calculations as well.
Daniel
Merged in a post:
Manually add banks
P
Patricia Leeb Stanley Moore
Please, please give us the option of adding a financial institution manually. Plaid is incorrectly classifying withdrawals, purchases and other debits as deposits. I say this because I’ve now tried two separate financial apps, both of which force you to use Plaid, and seeing the same problem on two different platforms.
Daniel
Merged in a post:
Accounts where bank isn’t linked
D
Debra
I use a small community bank I need a way to manually add my checking & savings accounts!
Daniel
Merged in a post:
Manual linking of accounts that are then synced
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Patricia
The ability to link any accounts manually with routing and account number would cover cash app issues or add by the debit card number ; zelle should show up on the bank it transfers to or from then there’s afterpay and klarna and also cashapp has a loan feature so plenty of holes to fill for a paid subscription My expectations are high
Daniel
Merged in a post:
Manual card and account entry
A
Anna
Some bank accounts, credit card companies, and other financial accounts aren’t supported by plaid. May I suggest a feature that allows bank accounts to be linked by routing and account number as well as cards to be linked via card number. I know personally it’s very hard to use this app because my bank isn’t supported by plaid and my credit card is also through my bank
Daniel
Merged in a post:
Import statements
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Paulino Allera
Looking for a way to manually import bank statements.
Daniel
Merged in a post:
Add non institutional account
M
Michael Mackintosh
I would like to request a way to add an account under savings that isn’t an institution. Like saving cash at home. I know there’s an asset page but I want to see that number under savings accounts.
O
Ohana
Yes!!! I can’t link my high-yield savings account, but I’d love to be able to input the information manually!!!
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