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      • You
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  • Getting Started
    • Logging In
    • Onboarding
      • Primary Goal
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      • Lifestyle Number
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    • Progress Checklist
  • How To Use
    • Dashboard
    • Balance Sheets
      • Asset Accounts
      • Liability Accounts
      • Editing, Cloning & Deleting Accounts
      • Adding & Managing Holdings
      • Adding Linked Accounts
      • Managing Linked Accounts
    • Planning
      • Goals & Preferences
      • Freedom Number
      • Lifestyle Number
      • Budgeting (ND1)
      • Debt Payoff (CDE)
      • Capital Ratios (ND2)
      • Compound Return (MOAC)
      • How To Learn & Test MOAC
  • Other
    • Technical Notes
    • Glossary
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  1. Getting Started
  2. Onboarding

You Now Have A Wealth Builder Account

PreviousLifestyle NumberNextProgress Checklist

Last updated 2 years ago

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After completing the previous steps, you're account will be setup (or updated) and you'll have the option to add Assets (recommended) or skip to the next screen to add Liabilities (recommended).

If you choose to skip these steps then you can add them later under Balance Sheet.

You can now visit your Dashboard where you'll begin to see the magic happen!