We know things will change in your life in regards to new assets and debts and the following steps will allow you to add those into your profile smoothly.
There are slightly different steps for manually entering in data as well as for already linked accounts.
For Manually Updating Data for Assets/Debts:
1.) On the left hand side of your dashboard, click on ‘Accounts’ or ‘Settings’.
Note: If you go through Settings, there’s an extra step and you need to click on ‘Assets & Debts’ and there is an ‘Edit’ button there.
2.) You now may choose to update either Assets or your debts. On the examples shown, I clicked on ‘Cash & Cash Equivalent’ and then the ‘Edit’ button of which you’ll now see where to change the information up.
3.) If you want to update the debts, you do the same thing as step 2 except now you will see some different information.
For Linked Accounts:
1.) On the left hand side of your dashboard, click on ‘Accounts’ or ‘Settings’.
Note: If you go through Settings, there’s an extra step and you need to click on ‘Assets & Debts’ and there is an ‘Edit’ button there.
2.) At the top of the screen, you will see an ‘Add Linked Account’ and a ‘Add Manual Account’ Button.
3.) If you clicked the ‘Add Linked Account’ Button, you will be taken to Plaid and this is where you’d be able to link any accounts you have.
4.) If you wanted to Manually Add an Account, click that option and this is where you’d be able to easily add something should you need to.