Add Bank Account

Bank or checking/savings account.

Identity

Account Name *

Account Details

Bank / Institution * Institution name. If you have multiple accounts at the same bank, include the last 4 in the account name — e.g. ENT-Checking-4521 vs ENT-Checking-8832.

Account Type

Dashboard Visibility

Exclude from Dashboard

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

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