Avocado Finance Help Center

Guide to Adding Accounts for a Full Financial Picture

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