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Savings and Checking Accounts
Savings and Checking Accounts

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

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

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: Toggle to "Taxable" and 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

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

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