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Sure helps you track all your financial accounts, from checking and savings to investments and credit cards. Connect accounts automatically or manage them manually for complete control over your finances.

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Account Types

Sure supports a wide range of account types to match your real-world finances:

Depository

Checking accounts, savings accounts, and money market accounts

Credit Cards

Track balances, available credit, and payment history

Investments

Brokerage accounts with holdings, trades, and performance tracking

Crypto

Cryptocurrency exchange accounts and wallets

Loans

Mortgages, auto loans, student loans, and personal loans

Property & Vehicles

Real estate, vehicles, and other valuable assets

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Connecting Accounts

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Automatic Sync

Connect your accounts to automatically import balances, transactions, and holdings:
  1. Navigate to Accounts in the main menu
  2. Click Connect Account
  3. Choose your financial institution from supported providers:
    • Plaid - US & Canadian banks and brokerages
    • SimpleFIN - Open banking protocol
    • Enable Banking - European banks
    • Coinbase - Cryptocurrency exchange
    • Mercury - Business banking
    • And more providers
  4. Follow the authentication flow to securely link your account
  5. Select which accounts to sync
Sure never stores your banking credentials. All connections use secure OAuth tokens or API keys that can be revoked at any time.

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Manual Accounts

For accounts that can’t be connected automatically, create manual accounts:
  1. Click Add Manual Account
  2. Select the account type (checking, investment, property, etc.)
  3. Enter account details:
    • Account name
    • Current balance
    • Currency
    • Institution (optional)
  4. Set initial balance date
  5. Save to start tracking
Manual accounts give you full control and work great for:
  • Cash holdings
  • Foreign banks not supported by providers
  • Property and vehicle valuations
  • Cryptocurrency in cold storage

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Managing Accounts

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Account Details

Click any account to view:
  • Current balance and balance history over time
  • Recent activity - transactions, trades, and valuations
  • Account information - institution, account number, type
  • Connection status - last sync time and any sync errors

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Account Actions

Manually trigger a sync to fetch the latest data from your institution. Syncs happen automatically in the background, but you can force a refresh anytime.
Update account details like name, institution, or account type. For manual accounts, you can also adjust the current balance.
Disable accounts you no longer use to hide them from your dashboard while preserving historical data. Re-enable anytime to include them in reports again.
Permanently remove an account and all associated transactions. This action cannot be undone. You can only delete manual accounts - linked accounts must be unlinked first.

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Account Status

Accounts can be in different states:
  • Active - Normal state, included in all calculations and reports
  • Draft - New account being set up, not yet fully configured
  • Disabled - Hidden from dashboard but data preserved
  • Syncing - Currently fetching data from provider
  • Pending Deletion - Scheduled for removal

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Balance History

Sure tracks daily account balances automatically:
  • Linked accounts - Balances sync from your institution
  • Manual accounts - Balances calculated from transactions and manual updates
  • Investment accounts - Total value includes cash + market value of holdings
View balance trends with the sparkline chart on each account card or the detailed balance chart on the account page.

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Multi-Currency Support

Each account has a native currency (USD, EUR, GBP, etc.). Sure automatically:
  • Converts balances to your family’s base currency for reporting
  • Uses daily exchange rates for accurate conversions
  • Shows original currency amounts on individual transactions
  • Tracks foreign exchange transactions with metadata

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Sync & Data Refresh

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Automatic Syncing

Sure syncs your accounts automatically:
  • Connected accounts sync every few hours in the background
  • Failed syncs retry with exponential backoff
  • Sync errors appear on the account with troubleshooting steps

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Manual Sync

Trigger a sync manually:
  1. Click the sync icon on an account card, or
  2. Open the account and click Sync Now, or
  3. Use Sync All Accounts to refresh everything at once
Some providers rate-limit sync requests. If you see a “too many requests” error, wait a few minutes before syncing again.

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Account Organization

On the Accounts page, accounts are organized by:
  1. Manual accounts - Listed alphabetically at the top
  2. Connected accounts - Grouped by provider/institution
  3. Account type badges - Visual indicators for checking, investment, credit card, etc.

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Account Grouping

Accounts from the same institution are grouped together, showing:
  • Institution name and logo
  • Last sync time
  • Total number of accounts
  • Sync status and any errors

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Frequently Asked Questions

Yes! When you connect an institution, you can select which accounts to sync. Sure will import all selected accounts and keep them in sync.
Unlinking an account removes the automatic sync but preserves all historical transactions, balances, and data. The account becomes manual and you can update it yourself or reconnect it later.
Check the last sync time on your account. If it shows an error, click on it for details. Common issues include expired credentials (re-authenticate through your institution) or institution maintenance.
Yes, but be careful! Changing account types affects how transactions and balances are calculated. For investment accounts, make sure holdings are properly set up before converting.
Create a manual depository account called “Cash” with your current cash balance. Update it manually when you deposit or withdraw cash.
Assets (checking, investments, property) increase your net worth. Liabilities (credit cards, loans) decrease it. Sure automatically classifies accounts correctly.

Transactions

View and manage transactions across all accounts

Investments

Track holdings and performance in investment accounts

Reports

Analyze account balances and net worth trends

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