Bank Account template

Who this is for

Anyone storing checking/savings details, routing numbers, IBAN, SWIFT/BIC, or regional banking metadata in labeled fields.

What you need

Steps

Enable the pack

1. Unlock your vault and open Settings → General → Category templates (https://se.nt2.me/settings/general/templates).
2. Toggle Bank Account On.

Create a bank item

1. Open https://se.nt2.me/assets and select Add asset → Bank Account.
2. Enter a title (bank nickname or account purpose).
3. Fill bank name, account number, routing number, and regional fields (IBAN, SWIFT, etc.) shown in your locale’s template.
4. Add notes for branch address or wire instructions if needed.
5. Save.

Copy account details

1. Open the item from the asset list.
2. Use field Copy buttons for account or routing numbers when filling forms.
3. Paste within 30 seconds—clipboard auto-clears after that.

Update or remove

1. Edit when account numbers change after a bank migration.
2. Archive closed accounts to hide them from the default list.
3. Delete sends the item to Trash.

Tips and common mistakes

• Pack must be enabled—Bank Account is not a core builtin; turn it on before creating items.
• Regional fields—IBAN/SWIFT visibility may depend on template locale; empty unused fields rather than putting IBAN in notes.
• Not payment execution—NT² stores data only; it does not initiate transfers or link to bank APIs.
• Attachments—statements or voided checks can go in Encrypted attachments.

Related

• Enable category template packs
• Document template
• Manage assets
• Encrypted attachments
• Safe presentation mode