Newby question - how to record bank account details?
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!
Comments
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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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