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How can I quickly update all of my account balances?
How can I quickly update all of my account balances?

The "Update Balances ✎" feature allows for easy manual updates of all accounts at once.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

As of October 2021, the Planner now allows for a table view of all account balances and the ability to edit them. To access this feature, please take the following steps:

Step 1: Navigate to My Plan > Accounts and Assets

Step 2: Open the Savings section

Step 3: Press on "Update Balances ✎"

Step 4: Update your account balances

Step 5: Press Save to finish

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