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Most common accounts to add into WizeFi
Most common accounts to add into WizeFi

What accounts should I add to WizeFi

Eric Zhong avatar
Written by Eric Zhong
Updated over 4 months ago

When using WizeFi, it's important to make sure all of your accounts are added. We recommend you add all accounts, whether through Plaid or as manual accounts, so you can have an accurate picture of your net worth and path to financial independence.

Here's a list of the most common accounts to add.

  • Checking account

  • Emergency savings account

  • General savings account

  • Credit cards and other non-productive debt

  • Auto loan

  • Auto as an asset (manual account)

  • Primary residence as an asset (manual account)

  • Primary residence mortgage account

  • Investment property as an asset (manual account)

  • Investment property mortgage account

  • Retirement Accounts added (IRA, 401k, etc)

  • Other investment brokerage accounts

  • Other assets (art work, collectors items)

  • Insurance: Auto / Home insurance

  • Insurance: Life (Term / Perm)

  • All minimum monthly debt payments are correctly entered

  • All monthly contributions are correctly entered (checking, savings, investment, etc)

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