Introduction
The following article goes through the steps on how to create an offline account. For more information about what an offline account is, please refer here.
Creating an offline account on Mobile app
Creating an offline account on Web app
Topic Area
Offline account
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Creating an offline account on Mobile app
The offline account option can be accessed when going through the 'Connect an account' process. This can be found at the top of the list.
1. Tap on the middle quick add function (Plus sign) on your bottom navigation bar. This will bring up the option to 'Connect account'
2. Select 'Connect account'
3. Select 'Or create an offline account' under the search provider bar
4. Input the following information:
- Account name (title of the account you wish to call your offline account)
- Account type (e.g. is this a mortgage or investment account?)
- Balance (positive or negative i.e. is this a credit or debit account)
- Specify the total value of the account
5. Tap on 'Create offline account'
Creating an offline account on Web app
The offline account option can be accessed when going through the 'Connect an account' process. This can be found at the top of the list.
1. Click on 'Accounts' on your side navigation bar followed by 'Connect an account'
2. Select 'Or create an offline account' under the search provider bar
3. Input the following information:
- Account name (title of the account you wish to call your offline account)
- Account type (e.g. is this a mortgage or investment account?)
- Balance (positive or negative i.e. is this a credit or debit account)
- Specify the total value of the account
5. Click 'Create offline account'
Other relevant articles
How to update an offline account?