Adding a Manual Account

Not only do you have the option to automatically link accounts in HelloWallet, but you can also add manual accounts. This is a good option if your financial institution is not yet supported in HelloWallet. If you have a manual account in HelloWallet, you will need to maintain the account by adding transactions to update the account balance.

To add a manual account, follow the steps below:

  • Navigate to the  Accounts tab and select “+ Add Accounts.” In the Add Account window, click “+ Manual Account”
  • Select Account Type
  • Add a nickname to easily keep track of your manual account

Note: Once you save a manual account you will not be able to change the account type. For example, if you created a checking account instead of a credit card, you will need to delete the account and create a new account selecting the proper type.

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