Today, I’m excited to launch Manual Connections. While Balance has exclusively supported connecting accounts via Plaid, you’ll now be able to add and manage accounts on your own. Manual connections are ideal for accounts not supported by Plaid or accounts that you prefer to track manually.

For manual accounts, you’ll have full control over your transactional data. You can import transactions in bulk by uploading a CSV or add them individually as you go—right in the app. Manual accounts and transactions seamlessly integrate with your existing financial data, including net worth calculations and financial analytics, giving you a more holistic view of your finances.