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Enter your account balance

  1. In the Name your account field, enter a name for the account.
    • Tell me about the account name
  2. Enter the ending date for the statement, and the balance.
    • If you are entering information from a paper statement, enter the statement ending date and the statement ending balance.
    • If you are entering information from your financial institution's website, enter the date your account information was posted on the website (usually today or yesterday) and enter the website's balance.
  3. Click Next Step.
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