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Newby question - how to record bank account details?

pomme4moi
pomme4moi ✭
in Mac

Let's say I have a bank account at HSBC. I want to set up an entry in 1Password to log me on to the HSBC website. I assume I do that by setting up a Logins entry in 1Password. Then for all the other data related to the bank account (account number, SWIFT code, etc), I set up a Wallet entry in 1Password. So for one bank account, I have two entries in 1Password, one in Logins and one in Wallet. Is this the way to do it? Or is there a way to put all the information into a single 1Password entry somehow?

Also, for bank info that does not fit into a pre-defined field, do I just enter the info as a note in the Wallet entry?

Thank you!

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Comments

  • khad
    khad Social Choreographer ✭

    That's exactly the way to do it. :)

    You can use folders, tags, and Smart Folder to group items, but having the items separate like that allows for greater flexibility.

    Let me know if there is anything else I can help with.

    Cheers!

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