> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.
# Manual accounts
> Create and manage financial accounts that aren't synced from a custodian.
Manual accounts let you track financial accounts that aren't held at a connected custodian — checking and savings accounts, insurance policies, outside retirement accounts, education savings plans, and more.
Unlike [custodian accounts](/records/accounts/custodian-accounts), manual accounts are created and maintained by you. Balances and details don't sync automatically.
## Open the manual accounts list
Click **Accounts** → **Manual** in the sidebar. The list shows all manual accounts across your book.
### Columns
* **Account** — The account name. Click to open the linked household.
* **Household** — The client household this account belongs to.
* **Account type** — Checking, Savings, Investment, or Insurance.
* **Tax-advantaged type** — The tax status (e.g., Traditional 401(k), Roth IRA, 529). Shows a dash if not applicable. Accounts set to **Other** show the custom label you entered.
* **Institution** — The institution name (e.g., Chase, Vanguard).
* **Balance** — The current balance.
* **Account number** — Masked by default. Hover the cell to reveal a copy icon (copies the full number to your clipboard) and an eye icon (toggles between the masked and full number). The same controls appear on the **Accounts** cards on a household's [Records tab](/records/households/accounts).
## Create a manual account
You can create manual accounts from the list page or from a client's household.
### From the manual accounts list
Choose a client from the **Household** dropdown.
Enter an **Account name** and select an **Account type** (Checking, Savings, Investment, or Insurance). Choose a **Tax type** if applicable. Optionally add the **Institution**, **Account owners**, **Balance**, and **Account number**.
The account appears in the manual accounts list and on the client's [Records tab](/records/households/accounts).
### From a client's household
Click on a client from the **Clients** list.
Click **Records** in the right-side panel, then expand the **Accounts** section.
Fill in the account details and save.
### Account form fields
| Field | Description | Required |
| ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------- |
| **Household** | The client household this account belongs to | Yes |
| **Account name** | A descriptive name (e.g., "Chase Checking") | Yes |
| **Account type** | Checking, Savings, Investment, or Insurance | Yes |
| **Tax type** | Tax-advantaged status. Options include retirement accounts (401(k), IRA, 403(b), 457, pension), health savings (HSA), education savings (529, Coverdell ESA), custodial accounts (UGMA, UTMA), and more. Pick **Other** for anything not listed. Defaults to "Not applicable" | Yes |
| **Tax type label** | A custom label for the tax status (e.g., "Defined benefit plan"). Only appears when you select **Other** as the tax type | Only with **Other** |
| **Institution** | The institution holding the account | No |
| **Account owners** | One or more people from the household | No |
| **Balance** | The current account balance | No |
| **Account number** | The account number (stored securely) | No |
## Search and filter
Type in the **Search** field to find accounts by name or institution.
### Account type
The **Account type** filter chip appears at the top of the list. Click it to filter by Checking, Savings, Investment, or Insurance.
### Additional filters
Click **Filter** to add filters for:
* **Tax-advantaged type** — Filter by tax status. Includes an **Other** option for accounts with a custom tax type label.
* **Institution** — Filter by institution name.
* **Balance** — Filter by balance (greater than, less than, equal to, etc.).
## Edit and delete accounts
To edit or delete a manual account, open the client's household and go to the [Accounts section on the Records tab](/records/households/accounts). From there you can update any field or delete the account.
## FAQ
No. Only linked [custodian accounts](/records/accounts/custodian-accounts) contribute to AUM. Manual account balances are tracked for your reference only.
Yes. When creating or editing a manual account, you can select any people from the household as owners.
Options include Traditional and Roth variants of 401(k), 403(b), 457, and IRA accounts, as well as SEP IRA, SIMPLE IRA, HSA, 529, Coverdell ESA, UGMA, UTMA, pension, and profit-sharing plans. Choose "Not applicable" for non-tax-advantaged accounts like checking or standard brokerage accounts.
For anything not on the list, pick **Other** and type your own **Tax type label** (e.g., "Defined benefit plan"). That custom label is what shows in the **Tax-advantaged type** column and the tax-type filter.
## Next steps
View and edit accounts on a client's Records tab
Browse accounts synced from your custodian