Getting Started with networthIQ

Learn the basics and set up your account

Getting Started with networthIQ

networthIQ is a comprehensive personal finance management platform. Here's how to get started:

1. Creating Your Account

Click "Get Started" on the landing page and sign in with your Google account. Your account is created automatically and secured with Google's authentication.

2. Your Dashboard

After logging in, you'll see the Overview dashboard showing:

  • Net worth summary
  • Assets and liabilities overview
  • Recent financial activity
  • Quick access to all features

3. Connecting Your Accounts

Go to Settings → Accounts to add your bank, investment, and credit accounts. You can:

  • Add multiple accounts manually
  • Track different account types
  • Update account balances regularly

4. Setting Up Categories

Go to Settings → Categories to organize your expenses. You can create custom categories for better tracking and analysis.

Visual Guide

Screenshot 1: Sign in with Google

Step 1: Sign in with Google

Click the "Get Started" button on the landing page and sign in with your Google account. The authentication is handled securely by Google.

Screenshot 2: Explore the Dashboard

Step 2: Explore the Dashboard

After login, you'll see the Overview dashboard with your net worth summary and recent activity.

Screenshot 3: Add Your First Account

Step 3: Add Your First Account

Go to Settings → Accounts to add your bank, investment, and credit accounts.

Screenshot 4: Categorize Expenses

Step 4: Categorize Expenses

Visit Settings → Categories to organize your expense categories for better tracking.