Multiple accounts at the same bank
I have more than one bank accounts at the same banking institution. Do I have to create a separate item for each account or can I have one bank account item that can display all the accounts at this particular bank? If so, how do I do so in 1Password for Mac and iOS?
1Password Version: 5.4.1 Web Version
Extension Version: Not Provided
OS Version: OS X 10.11.3
Sync Type: Dropbox
Comments
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Hi @HoJo,
The Bank Accounts category in 1Password can be set up however you would like. If you'd like to include all your account details in one entry, you can use custom fields in Mac and iOS to add the details of your accounts to the entry.
I hope this helps, but we're here if you have any further questions or concerns!
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Hi Megan,
Thanks for your response. How best would your recommend me to go about this? Where would I enter type, SWIFT, Routing Number etc for each account? Do I just list them like I would an inventory list?
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Hi @HoJo,
It really all comes down to personal preference. If it were me, I'd create a separate section for each account, with the account title as the section heading, and then include all the relevant details in the custom fields below:
But you can organize it in any way that you'd like. :)
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Fabulous. Thats how I tried it so it appears we are on the same page. Thank you very much!!!
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On behalf of Megan, you're very welcome! :) If you need anything else, please let us know - we're always glad to help!
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