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!
A
Alysa
Came here to say this! Either add my credit union and my state mortgage lender, or just let me enter it all myself :)
A
April
I would like to manually add and track accounts not found on Plaid also. Would be a very helpful feature.
C
Cel
Unable to add credit cards not on your list. I would have to manually track the amounts for those cards
Zoey
Merged in a post:
Create loan amortization for non linked accounts
G
Greg
I have a loan that’s with an institution not on plaid. I would like to be able to enter the details and have the debt amortize automatically instead of having to manually enter the balance
Zoey
Merged in a post:
Manual entry for unsupported/unlinked banks
M
Mia
I have a few banks/accounts that either chronically unlink (one no longer links) and not supported banks that I'm therefore not able to link. I want a way to at the very least document account name and amount (that I can edit monthly for example) so that I can track it with everything else.
Lockheed Martin empower account is no longer linkable even though it once was (but kept having sync issues)
And CIT bank (Citibank.com or cit.com) shows up as either business or commercial... Neither of which work for high yield savings account. Please fix
Zoey
Merged in a post:
Manual Accounts
J
Joseph
Can we have the ability to add manual accounts. For example, you could have cash at hand and also the possibility for employee based 401k that doesn’t work well with your platform.
Fox
Merged in a post:
Gemini card
R
Reza
I need you guys to add access to the Gemini card or I’m going to a different app
Fox
Merged in a post:
Add Robinhood gold credit card
S
Saideep
Add Robinhood gold credit card to the list so that we can link the credit card.
Fox
Merged in a post:
Bank accounts
V
Venus
Need to be able to get access to tdecu that's were all my money goes in and out
Fox
Merged in a post:
Link savings accounts
C
Christina
Would like to be able to link my savings accounts that are not rocket money. Not necessarily under the goals category, but as an asset.
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