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How do I Enter Savings and Checking Accounts in My Plan?
How do I Enter Savings and Checking Accounts in My Plan?

This article explains how to enter checking accounts, savings accounts, emergency funds, and CDs.

Nancy Gates avatar
Written by Nancy Gates
Updated today

After-tax savings accounts can be entered on My Plan > Accounts and Assets.

Step 1: Open the Savings section

Step 2: At the bottom of your listed accounts, press "Add an account +"

Step 3: Select that this is an Investments/Savings/Checking account

Step 4: Choose if you would like to link the account or manually enter the account info (we will be choosing "Manual Entry" for the purposes of this demonstration)

Step 5: Enter a descriptive account name

Step 6: Enter the current balance

Step 7: Select Ordinary Income as the tax treatment

Step 8: Enter the Optimistic and Pessimistic return rates. If the account holds cash, assumption return rates should be close to 0%

Step 9: Determine if you want to add contributions to the account. If yes, head over to Money Flows.

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