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WealthTrackr

Track your investments, analyze portfolio performance, and make informed financial decisions.

Getting Started

Getting Started with WealthTrackr

Welcome to WealthTrackr! This guide will help you get started with tracking your financial health.

First Steps

  1. Download and Install
  • Available on iOS App Store, Google Play, and as a web app
  • No account registration required
  • All data stays on your device
  1. Set Up Security
  • Enable biometric authentication (Face ID, Touch ID, Fingerprint) - If offered
  • Set up app lock for privacy
  1. Add Your First Items
  • Tap the "+" button on the main screen
  • Start with your primary bank account
  • Add your largest asset and liability
  • Set appropriate liquidity ratings
  1. Create Your First Goal
  • Go to Goals tab
  • Choose "Net Worth Goal" for beginners
  • Set a realistic target (e.g., increase by $5,000 in 12 months)
  • Track your progress over time

Quick Tips

  • Update your data weekly for best results
  • Include all accounts, even small ones
  • Use consistent naming conventions
  • Review and adjust goals quarterly

Ready to take control of your financial future? Start tracking today!