1. Begin with People & Entities
After signing in to the app, start with the people or legal entities relevant to your portfolio. Choose the appropriate type and enter the details you want to record.
The optional quick setup can create starter records for common household items. These records remain editable; check each one before relying on the totals.
2. Add an asset
Open Assets, add a record and choose its type. Give it a clear name, enter a value and connect the relevant owners. Fill in the fields applicable to that asset rather than trying to complete everything at once.
3. Record the related debt
Open Liabilities if the asset has an associated loan. Record the balance and relevant details, then connect the asset and borrowers where appropriate.
4. Check your overview
Return to the dashboard and review the recorded totals. If something looks wrong, inspect the underlying records for missing information or duplicates.
These instructions describe the documented app workflow. Public access is being offered through the waitlist.
