Manual Accounts

If you're unable to add an account because the institution isn't supported, or you'd rather not connect it for another reason, you can add it manually. This way, Frank can still use any relevant information to accurately understand your financial picture.

Visit the Accounts page. Click the red Add Account button in the top right of the page. Select Add a manual account.

Enter the desired account name, balance, category, and type, and then click Save.

Your manual account will be added to the Accounts page.