Getting Started
- Welcome to Findex: Your First StepsThis article provides a brief introduction to Findex and outlines what you can expect when using the platform for the first time.
- Quick Start Guide (5 Min Setup)This guide outlines the fastest way to set up your Findex account and begin tracking your financial information.
- Creating and Setting Up Your AccountThis guide walks you through creating your Findex account and getting your profile set up so everything is personalized to you.
- Adding Your First AssetAdd your first investment to Findex and get your dashboard started.
- Understanding Your Dashboard
- Menu & Navigation OverviewFindex is designed to be easy to navigate. This guide walks you through the main menu and how to find your way around the app.
- Navigating the DashboardUnderstand the Findex dashboard layout, navigation menu, and key widgets.