Add a Manual Account
Use the Add a Manual Account feature to stay current with your financial health. You will only need to use this feature if you are not able to sync the account through our automatic Sync Account feature.
Adding a Manual Account
Once logged in scroll to the bottom of the Accounts page and select Add a Manual Account.
Add the account name, account type, and balance.
Please note that the fields may change based on the account type chosen.
Once the account information is entered select save.
The account will now appear under Manual Accounts.
Adding a manual account can help customize your Financial Snapshot to create a more accurate report of your financial health. The nbkc Financial Snapshot feature is a tool for you to keep track of all things financial like Net Worth, Budget, Spending, Trends, and Debts. Keep in mind that you will need to update the account information (balances, interest rates, etc) periodically to stay on top of your financial goals.