Accounts · 5 minute read
Add Retirement, Investment, and Crypto Accounts
PerfectCents separates long-term account types so account-mix and net-worth charts remain meaningful.
Choose the matching account type
Use Retirement for a 401(k), 403(b), IRA, pension balance, or similar retirement account. Use Investments for a taxable brokerage such as Robinhood or E*TRADE. Use Crypto for digital-asset accounts or wallets.
Add one provider at a time
Create a separate PerfectCents account for every provider or account you want to follow. Enter a clear name and the current total value.
Save an optional number and URL
Add an account or portfolio number and the provider’s normal website URL if useful. PerfectCents encrypts and masks the number and does not connect to the provider.
Maintain the history
Open the account when you want to review its recorded history. Add balance activity manually as needed so reports reflect the values you want to track.
Continue at Your Own Pace.
Your workspace saves the records you submit, so you can complete the setup a section at a time.
Open My PerfectCents Budget ↗