You want to note which accounts an entity banks with, without storing account numbers.
In Rhodes: Entities → any entity → Overview → Bank accounts
Rhodes keeps three things for each account: the bank's name, the account type (Checking, Savings, Brokerage, Money market or Other) and the last four digits. There is no place for a full account or routing number, or a balance.
Click Add account, fill in Bank name, Account type and Last four, and click Save. The account shows as one line: the bank's name and the type, then ••••4821 for an account ending 4821. Use Edit on that line to change it.
- A bank name can contain at most four digits, so an account number can't be typed into it. Rhodes answers "Enter only the bank's name, not an account number."
- Last four takes exactly four digits. Pasting a longer number is refused whole: "Only the last 4 digits can be saved. Type just those."
Members, admins and owners can add and edit accounts. Only admins and owners see Remove, which asks Remove this account? before it removes anything. If you've turned on two-factor, removing an account needs the check to be complete for your current session. Rhodes asks for a code if it isn't.
On a business entity or trust, the card sits across the top of the Overview. On a person, it's at the bottom of the Overview. An entity still marked Pending your confirmation has no bank accounts until you confirm it, and jointly titled records don't have them.
You can also ask in chat. "Which bank accounts does Fenwick Trust have?" lists them. To add one, give the bank's name, the type and the last four digits; chat shows you the change on a card before saving it.