Newby question - how to record bank account details?

pomme4moi

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!

khad

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!