How to create a bank account in Finplan?

If you use a bank account, a wallet, or even an international account and want to find out how to create a bank account in Finplan, this article will guide you.

Follow the steps below to add your account.

What is a bank account?

First, let’s define what a bank account is.

In practice, a bank account is any wallet with a balance that allows funds to enter and leave (such as deposits, transfers, and payments) and other operations depending on the account’s features (like credit and investments).

With this definition, consider that almost any collection of financial resources can be considered a bank account in Finplan, such as:

• Digital bank accounts;

• Savings boxes;

• Piggy banks with cash;

• And other customized options.

Create a bank account in Finplan

Once your Finplan registration is complete, you can register your first bank account.

To add an account, follow these steps:

1. Go to the Finplan platform;

2. Open the commands menu represented by the plus symbol (➕) and choose add new account;

3. Fill in the required fields to create the account;

4. Important: choose the default currency for that account;

5. Complete the process to finalize the creation.

Keep in mind that each account can only have one currency.

So if your bank shows balances in both BRL and USD, you’d need to create two separate accounts in Finplan.

Now you know how to create a bank account in Finplan. If you have any questions, the Finplan support team is ready to help.