First Login

Upon first login, you will see a blank summary page:

The first step is to go to your settings:

Personal Settings

On the Personal Settings tab, you can fill out general information about yourself. As part of the registration process, you chose if you wanted to allow your goals and highlights to be shared with other folks as suggestions. You can uncheck that here if you choose to. You can also choose the default number of goals shown on your summary page view:

Any time you change something in this portion, the platform will automatically perform a save, there is no save button:

In the second half of the Personal Settings tab, you update showing your previous year's goals on the summary page (once you've loaded in historical data). You can also choose if you want to show your YTD or Expected values on the summary page. Tax bracket is currently unused but will be used for future tax projections.

This is the only place you can store your Personal Expense and Personal Taxes for the year. This will be moved to an external module in a future build:

Subscriptions

By default, new accounts are signed for the Free Public User level subscription with limited resources and features:

When you need the upgraded resource limits and added capabilities, you can Switch To the different subscriptions:

Notifications

The platform will notify you when resources become stale. You can specify a different email address to send the reports to or adjust the default staleness settings per category. You can also set specific staleness overrides for many resources:

Financial Accounts

If your account is upgraded to a high enough subscription level, you can link your external bank accounts with Asset and Liability values:

Login Password

You should change your password from the original default password which was sent via email:

Summary Sharing

You can choose to share your summary page with other people. Currently, these can only be shared with read-only access but we intend to enable selective editing in future release. You can see if other folks have shared their status page with you as well: