Manually Add a Bank Account

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When to Use Manual Addition

• International banks not supported by Plaid
• Cash accounts or petty cash
• Test environments
• Banks without integration support

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Adding a Bank Account

1. Navigate to Bank Accounts in the dashboard
2. Click Add Account → Add Manually
3. Enter account name and current balance
4. Click Save

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Next Steps

• Import bank statements
• Set up reconciliation
• Configure auto-matching