Accounts

See all of your accounts in one place.

Written By Stuart Lawder

Last updated About 3 hours ago

The Accounts page under Finances is where you can view and manage all of your connected financial accounts. It gives you a complete picture of your net worth, assets, debts, and the accounts Frank is using to monitor your finances.

The Accounts page opens automatically when you select Finances from the main navigation.

Key Numbers

At the top of the page, you’ll see a summary of your overall financial position, including:

  • Net Worth – Your total assets minus total debts.

  • Total Assets – The combined value of all cash, investment, and property accounts.

  • Total Debts – The total balance of all loans, credit cards, and other liabilities.

Use the Add Account button to securely connect new financial institutions or manually add assets or debts.

Account Categories

Frank organizes your accounts into clear categories, so you can easily understand where your money is and how it’s working for you.

  • Cash: This includes checking, savings, and other liquid accounts.

  • Retirement: Here you’ll see any 401(k), IRA, or other retirement-related accounts.

  • Additional Investing: This section includes brokerage accounts, general investment funds, and other non-retirement portfolios.

  • Children’s Savings: If you’re saving for dependents—such as through 529 college savings plans—those accounts appear here.

  • Other: This section includes assets that aren’t directly tied to a bank or investment institution, such as:

    • Home

    • Vehicle

    • Personal property or other assets

  • Debt & Credit: This section lists all liabilities, including mortgages, auto loans, and credit cards.

Adding and Managing Accounts

  • From the Accounts page, click Add Account to link a new bank, investment, loan, or property account.

  • Follow the secure connection process to sync your financial institution.

    • Note: If you pre-selected account types during onboarding, you can also connect an account by clicking Connect in the placeholder row.

  • Linked accounts update periodically to keep your balances up to date.

Tips

  • Check the Last Updated timestamp to confirm account syncs are recent.

  • Review your categories regularly to make sure all assets and debts are included.

  • Keep manually added accounts up to date so Frank has the most accurate information possible for monitoring your finances.