How to manually add a card

When to Add Cards Manually

Add cards manually when:

• Your bank doesn't support direct connection
• You prefer not to link your bank account
• You want to track closed cards for history
• Connection issues prevent automatic import

Step-by-Step Instructions

1. Start the Process

1. Navigate to My Wallet
2. Click + Add Account in the top right corner
3. Select I'll Add This Card Manually

2. Select Your Card

1. Choose the bank/issuer from the dropdown
2. Select your specific card from the list
3. If you don't see your card, click My card is not listed

3. Enter Card Details

Fill in all required information:

• Account Status: Open or Closed
• Cardholder Status: Primary Cardholder or Authorized User
• Date Opened: When you got the card
• Annual Fee Override: Check if you pay a different fee
• Welcome Bonus Received: Check if you got the signup bonus
• Bonus Received Date: When you completed the requirements

4. Card Not Listed?

If your card isn't in the database:

1. Click My card is not listed
2. Submit a Missing Card Request
3. Include: Bank name, exact card name, annual fee
4. We'll add it to the database and notify you

Managing Manual Cards

Updating Points

Manual cards require manual point updates:

1. Go to My Points
2. Click + Add Program
3. Link the program to your manual card
4. Update balances periodically

Editing Card Information

1. Click the three dots (⋮) on the card
2. Select Edit
3. Update any information
4. Save changes

Deleting Manual Cards

Unlike connected cards, manual cards can be deleted:

1. Click the three dots (⋮)
2. Select Remove
3. Confirm deletion

Best Practices

• Be accurate with dates for proper 5/24 tracking
• Include closed cards for complete history
• Update points regularly for manual cards
• Consider connecting accounts when possible for automatic updates