How to add a manual account to Era

You can add a manual account to Era in under two minutes — from Era Context directly, or by asking your AI to create it. Manual accounts sit alongside your connected bank accounts, show up in your spending views, and accept transactions individually or via CSV import.

What is a manual account?

A manual account is any financial account you track without a live bank connection. Cash, credit unions not yet in the bank sync network, loans you service offline, HSAs, or accounts you'd simply rather manage yourself — all of these belong here. Once added, a manual account works like any other account in Era Context: you can add transactions, import history, and include it in your financial overview.

How do you add a manual account from Era Context?

1. Open Era Context and go to Bank connections.
2. Select Add manual account.
3. Enter a name (e.g., "Cash wallet"), select an account type (checking, savings, credit, loan, asset, or other), and confirm the currency.
4. Save. The account is immediately active and visible in your financial overview.

That's it. You can start adding transactions right away.

How do you add a manual account through your AI?

If you have Era Context connected to an MCP-compatible client — Claude, ChatGPT, OpenClaw, or any other — you can create a manual account without opening the app.

Ask your AI: "Add a manual account called 'Cash wallet' with a starting balance of $200." Your AI uses Era's tools to create it and confirms when it's live.

You can log transactions the same way: "Add a $45 cash grocery purchase to my Cash wallet account from yesterday." This is useful when you're already in a conversation about your finances and want to record something without switching apps.

How do you add transactions to a manual account?

One at a time from Era Context:

1. Go to Transactions and select your manual account.
2. Select Add manual transaction.
3. Enter the date, description, and amount.
4. Save.

One at a time through your AI:

Ask your AI: "Add a $120 car repair charge to my Cash wallet account, dated today."

In bulk via CSV import:

1. Export your transaction history from your bank or any other source as a CSV file.
2. Open the manual account in Era Context.
3. Select Import transactions and upload your CSV.
4. Confirm the import. Transactions appear immediately.

You can also ask your AI to handle the import: "Import this CSV into my Cash wallet account." If any column mapping is ambiguous, your AI will ask you to clarify.

How do you manage a manual account after setup?

Once a manual account is live, you can:

• Rename or retype it — change the account name or type from the account settings.
• Adjust the balance — if the opening balance was wrong, update it directly.
• Toggle visibility — hide a manual account from your overview without deleting it.
• Delete it — remove the account and its transaction history if you no longer need it.

Your AI can handle any of these: "Rename my Cash wallet account to 'Personal cash'" or "Hide my old loan account from my overview."

What plans support manual accounts?

Manual accounts are available on all plans, including the free Basic plan. Basic supports up to two accounts total (connected or manual). Organize ($9.99/month) and above support up to 15 accounts. See pricing for a full breakdown.

For a full picture of what Era Context can do once your accounts are set up, see what to ask your AI about your money and how to automate your finances with AI.