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Guide to Adding Accounts for a Full Financial Picture
Guide to Adding Accounts for a Full Financial Picture
Kathy Kim avatar
Written by Kathy Kim
Updated over a week ago

In order for your insights to be personalized for you, it's important that you add all of your accounts.

Follow this guide to ensure that you have a comprehensive view of your finances.

Step 1: Make a list of accounts that you own

  • Checking and savings accounts

  • Investment accounts

  • Credit card accounts

  • Loan accounts

  • Real estate owned by you

  • Anything else owned by you that can't be synced

Step 2: Sync them all to Avocado Finance

1. Add your financial accounts

  • Checking and savings accounts

  • Investment accounts

  • Credit card accounts

  • Loan accounts

2. Add your real estate

  • Real estate owned by you

3. Add your manual accounts

  • Anything else owned by you that can't be synced

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