How do I update my Offline accounts balance?

 You can update any Offline account that was manually added to your accounts list within your application by doing the following:

Web Application (www.personalcapital.com):

  1. Login to Personal Capital at https://www.personalcapital.com
  2. In the 'My Account" panel, select the account you need to edit.
  3. Select the Pencil icon to edit the account
  4. Form should appear to allow you to update the Firm Name, Account Name, and Balance
  5. Select “Save”


iOS:

  1. Login to the application.
  2. In the Account panel, select the account you need to edit.
  3. Form should appear to allow you to update the Description, Account Number, and Balance
  4. Select “Done”


Android:

  1. Login to the application.
  2. In the Account panel, select the account you need to edit. 
  3. Form should appear to allow you to update the Description, Account Number, and Balance
  4. Select “Done”

 


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