You can use the "add account" wizard, and manually provide the account number of your savings/investment account. In the new release of the app, we will ask you if you're adding a current, a savings or an investment account. It's very important to make the right choice here! 💥

Cake will store your savings or investment account... but it's set up in a disconnected state. That's fine for now... no need to get it connected (yet). 👍 In the settings screen, you will see that the "account type" of your new account is set to "saving" or "investment".

Once you completed this step, we will start identifying transfers to (or from) your savings/investment account. The transfers towards or from your savings/investment account will additionally not be counted as income or spending. 🌟

Check this article to find out how you can track your savings or investments in Cake:

https://app.intercom.com/a/apps/lbn6s6xq/articles/articles/3674653/show


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