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How to add a savings account

The steps to follow to add a savings account on Invvest

  1. Click on the blue button at the top right "Add an asset". On mobile, it's the "+" button in the bottom navigation bar.

  2. In the window that opens, click on "Savings Account".

  3. In the next step, you will have the choice between two addition modes: manual or automatic synchronization.

    The Synchronization mode allows you to connect your savings accounts to Invvest for daily and automatic tracking. In this mode, we automatically detect the type of account (Savings Account A, LDDS, etc.) and the interest rate.

    The Manual mode allows you to add your savings account without automatic tracking. You will need to manually update the balance value and interest rate change, if any.

  4. If you select the Manual mode, you will need to fill in five mandatory pieces of information: the bank name, the type of savings account (Savings Account A, LDDS, etc.), the name of the account you want to appear on Invvest, the balance, and finally the interest rate.

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Note that you can fill in the optional "Personal tax rate" field, which will later allow you to see your gross and net income.

This field is also available for synchronized savings accounts by opening the account editing popup.

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