There are several bank accounts with the same institution. Is it possible to prepopulate the bank's information?

For each inventory item, you can click on the three-dot menu and select Duplicate.

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Once you duplicate an item (in this case, a bank account), all the values will be pre-populated save for the associated value. You can add the correct details, and change others on an ad-hoc basis as needed.

Thus, you can add one instance of the bank account, and duplicate it multiple times to account for the others.

Next steps

If you are still having difficulties, please create a support ticket by emailing support@estateably.com, or wait for a response if you've already created one.

If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.

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