You can choose to create manual accounts for Credit Cards, Checking and Savings (Depository), Investments, Loans, Real Estate, and Cash. Please note that Checking and Savings (Depository) and Cash accounts do not support negative balances.

When you add a manual account, you'll see balance data starting from the date of creation. At this time, Copilot does not support creating historic data points or importing historic balance data.

Copilot allows you to edit today's balance. To do this, please tap the manual account > tap the current balance > Edit > SAVE.

Manual transactions are supported for the following manual account types:

When you create a transaction for today's date, your manual account's balance will update automatically. Deleting that transaction will also update the account balance.

When you create a transaction for a date in the past, the balance will change according to the account type:

If creating a historic transaction causes an incorrect account balance, please manually edit today's balance.

When you create a transaction for a date in the future, today's balance will automatically update. This is true for all account types.

If creating a future-dated transaction causes an incorrect account balance, please manually edit the balance.