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Documentation version 2025.10

Edit Account

Update your account information

Account Settings

Set your account update frequency to control how often your account data refreshes automatically. For manual accounts with interest, specify the rate and compounding frequency.

How often your account will automatically update. Applies to aggregator syncing (GoCardless, Plaid, Yodlee) and interest application for manual accounts.

Annual interest rate percentage (leave blank if not applicable, for manual accounts only)

How often interest is calculated and compounded (affects the interest calculation formula)