Manual Accounts are accounts that are created within your Empower Dashboard that are not actually linked to a financial institution. Since these accounts aren't linked, they cannot automatically update, and you will need to manually update the balance within Empower Dashboard each time there is a balance change.
You can update any Manual Account that was added to your accounts list within your dashboard by doing the following:
Web Application
- Log into Empower Personal Dashboard at home.personalcapital.com/page/login/goHome
- In the Accounts panel on the left side of your dashboard, select the manual account you need to edit.
- The Edit Account window will pop up to allow you to update the Description, Account Number, and Current Balance fields:
- Enter the new account balance in the Current Balance field and click on the Save button
Mobile Application (Android / iOS)
- Login to the application.
- From the Net Worth screen, tap on the account you need to edit.
- The Edit Account window will appear.
- Enter the new balance into the Current balance field
- Tap "Save” in the upper-right corner to save your changes