Bank Account template

What this template is

Bank Account separates bank name, account number, routing number, and regional fields (IBAN, SWIFT, etc.) so wire and ACH details are not mixed in one text block.

When to use it (and when not to)

Good fits

• Checking or savings used for transfers and direct deposit
• Wire forms needing routing vs account in distinct fields
• Multiple accounts with nicknamed titles

Use something else instead

Everyday workflows

Fill a wire form

1. Enable pack; open bank item.
2. Copy account and routing fields into the form within 30 seconds.

Account migration

1. Edit when your bank reissues account numbers.
2. Archive closed accounts.

Fields at a glance

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
• Property template
• Manage assets
• Encrypted attachments
• Safe presentation mode