Track an account FIYR can't link
For anything Plaid cannot link, such as a home, a car, crypto, or a private loan, use Add Account and pick Real Estate, Crypto, Custom Asset or Custom Liability. These live on your Net Worth page and you keep their values up to date.
On a phone: More > Add account.
Choose a type
| Option | Use it for |
|---|---|
| Real Estate | A home or rental, with its address, current value and purchase details. Choose Financed to add the mortgage at the same time. |
| Crypto | Coins you hold. Search for the coin and enter the quantity; the value uses live prices from CoinGecko. |
| Custom Asset | Anything else you own: vehicles, collectibles, jewelry, a business, cash held elsewhere, or a retirement account your provider cannot link. |
| Custom Liability | A debt Plaid cannot see: a personal or family loan, medical debt, a loan from a lender that is not supported. |
- Click Add Account.
- Pick one of the four options above.
- Fill in the form and save.
- Find the new entry on the Net Worth page.
The fields for each type are explained in Add a home, car, crypto or other asset and Add a loan or other liability.
How manual accounts differ from linked ones
- They appear on the Net Worth page only, not in Settings > Linked Accounts.
- They do not bring in transactions.
- Their values do not update by themselves (crypto prices are the exception). FIYR prompts you to review values each month. See The monthly value review.
Tracking spending from an account FIYR can't link
If you want the transactions too, not just the balance, you have two options:
- Download a CSV from your bank and import it. See Import transactions from a CSV file.
- Add transactions one at a time with Add Transaction on the Transactions page. See The Transactions page.
Common questions
My bank isn't supported. What should I do?
Add the account as a Custom Asset (for savings or investments) or Custom Liability (for a loan) so your net worth is right, and import its transactions from a CSV if you want them in your budget.
Will a manual account ever sync?
No. If your bank becomes available later, link it and then delete or archive the manual entry so it is not counted twice.
Can I add a mortgage together with the house?
Yes. In Real Estate, choose Financed and fill in the loan details, including the current loan balance. FIYR creates the matching mortgage for you.
Still stuck?
Email us. A real person who builds FIYR reads every message.