Liability List

The 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.

Last updated About 1 month ago

[Image: The full liabilities list page showing a table of liabilities with columns for name, source, remaining amortization, yearly interest, and maturity date]

Accessing the Liability List

  1. Click Portfolio in the sidebar.

  2. Select Liabilities.

You'll see a table listing all your liabilities with key financial details at a glance.

What You'll See

Each liability in the list shows:

  • Liability Name — The name of the debt, along with its type icon (e.g., mortgage, personal loan).

  • Source — Whether the liability was added manually or imported from a connected provider.

  • Remaining Amortization — The outstanding balance left to pay, calculated as (Amount x Quantity) minus what you've already amortized.

  • Yearly Interest — The estimated annual interest cost, based on the remaining debt and the interest rate.

  • Maturity Date — When the liability is due or expected to be fully paid off.

[Image: A close-up of the table columns showing liability name, source, remaining amortization, yearly interest, and maturity date]

Searching and Filtering

Use the tools at the top of the list to find what you're looking for:

  • Search — Type a name to quickly locate a specific liability.

  • Filters — Filter by liability type (e.g., show only mortgages or credit cards).

[Image: The search bar and filter controls at the top of the liability list]

Switching Views

Toggle between list view and grid view using the view switcher at the top of the page. List view is great for comparing numbers across liabilities, while grid view gives you a more visual card-based layout.

Adding Liabilities

Click the Add Liability button at the top of the page to add a new debt. You'll be able to choose between connecting a provider automatically or adding a liability manually.

Batch Actions

Need to manage multiple liabilities at once? Click the select mode button to enable checkboxes on each row. You can then select multiple liabilities and delete them in bulk.

[Image: The select mode enabled with checkboxes on multiple liabilities and the Delete button visible]

Tips

  • Click on any liability to open its detail page with full amortization info, linked investments, documents, and more.

  • Sort by column to quickly find your largest debts or nearest maturity dates.

  • Toggle between list and grid view for different ways to browse your liabilities.

Need Help?

If you have any questions or run into something unexpected, don't hesitate to reach out. You can contact us at team@findex.se — we're happy to help!