Understanding manual accounts

Understanding manual accounts

Manual accounts are a great way to keep track of assets that don't have a price that can be easily verified by an external source. We like to use manual accounts to keep track of the value of investments like:

  • Investment properties
  • Direct shares you own in a business
  • An investment in a fund that isn't available in Lettuce just yet
  • Your Magic the Gathering card collection (just kidding, we know you'd never dream of selling those beauties)

Adding a manual account to your portfolio

Adding a manual account is simple. Just tap the "+" icon at the top right of your portfolio.

At the bottom of the search screen, you'll see a button that says "ADD A MANUAL ASSET". Tap this and follow the prompts to name your account, and save how much it's worth.

A screenshot of the Lettuce app showing a manual account

Editing a manual account

Tap on your manual account, then tap the pencil icon at the top-right of this screen. In this screen, you can change the value of a manual account, add or remove tags, or change what you call it.

You can also change the currency that the manual account is stored in. This is useful if - for instance - you like to see your portfolio in US Dollars, but you own shares in a business that are priced in Canadian Dollars.

If you save a manual asset in a currency that's different to the one you see your portfolio in, you'll see it's price fluctuating with the currency exchange.

Any more questions?

Still confused about how manual accounts, or want any other help? Don't hesitate to reach out to us on hello@lettuce.money.