Liabilities
- Liability ListThe Liability List is your central view for all debts and loans tracked in your Findex portfolio. It gives you a complete overview of every liability you're managing — whether it was added manually or imported from a connected bank account.
- Liability Classes & TypesFindex supports a variety of liability types so you can track all of your debts and obligations in one place — from mortgages to credit cards and everything in between. Here's a breakdown of every liability type available.
- How to Connect Liabilities AutomaticallyThe fastest way to add liabilities to your Findex portfolio is by connecting your bank or lender. Findex supports 50+ financial providers and will automatically import your loans, mortgages, and other debts alongside your assets.
- How to Add Liabilities Manually to PortfolioThis guide will walk you through the process of manually adding liabilities to your Findex portfolio. Tracking your liabilities alongside your assets gives you a complete view of your net worth.
- Quick Add LiabilityThe Quick Add feature lets you add a liability to your portfolio in just a few clicks — right from your dashboard or the liabilities list. It's the fastest way to get a new debt into Findex without navigating through multiple screens.
- How to Update and Edit LiabilitiesNeed to update a remaining balance, adjust an interest rate, or change a maturity date? Findex makes it easy to edit any liability in your portfolio so your debt tracking stays accurate.
- How to Delete LiabilitiesIf you've paid off a loan, added something by mistake, or simply want to clean up your portfolio, you can delete liabilities from Findex. Here's how to remove one or many at a time.
- Liability PageThe Liability Page is the detail view for any individual debt in your portfolio. It gives you a complete picture of that liability — from remaining balance and interest costs to linked investments and attached documents.