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Adding Manual Accounts (Property, Land, or Other Assets) in PocketPlan
Not all assets can be connected automatically through Plaid. For items such as property, land, vehicles, or other valuable possessions, PocketPlan allows you to add manual accounts so your financial picture stays complete and accurate.
Manually added assets are included in your Net Worth Statement, helping you track wealth, liabilities, and long-term financial health with confidence—no matter where you’re located.
Why Add Manual Assets in PocketPlan?
Adding manual assets ensures:
✅ A complete and accurate net worth calculation
✅ Better long-term financial planning
✅ Visibility of assets not supported by Plaid
✅ Clear tracking of associated debts or mortgages
This feature is especially useful for users managing real estate, land, vehicles, or private investments.
Step-by-Step: How to Add Manual Assets in PocketPlan
1. Navigate to Financial Info
From your PocketPlan dashboard, select the Financial Info tile or open it from the main menu.
2. Choose “Add Manual Account”
Look for the option to add an account manually. This is usually found under assets or liabilities.
3. Select the Asset Type
Choose the type of asset you want to add, such as:
Property or real estate
Land
Vehicle
Jewelry or valuables
Other personal assets
4. Enter Asset Details
Provide accurate information, including:
Asset name
Current market value
Purchase price (optional)
Associated debt (mortgage, loan, or lien)
💡 Example:
If you’re adding a home, enter both its market value and the remaining mortgage balance.
5. Save the Account
Click Save or Add, and the asset will immediately appear in your:
Net Worth Statement
Financial overview
Asset reports
Best Practices for Manual Accounts
Update regularly: Property and asset values change over time
Always include liabilities: Loans and mortgages affect true net worth
Use realistic values: Avoid estimates that inflate or undervalue assets
Accurate data means better insights and smarter financial decisions.
