The setup wizard asks about your household, your banks, your home, your other properties, your investments, your budget, your other assets and plans, your warnings and your preferences. It opens by itself the first time; open it again any time from this page (button at the bottom) or from Settings, Setup questions.
Every question can be skipped (it stays on the checklist) or hidden for good (Don’t ask me again). Answers are saved as you go, so closing the window loses nothing. The wizard makes no records with amounts: at the end it lists the next steps, each one a link to the form to fill in, and the Help topics that fit your answers.
On the Net worth page, the line CHECKLIST to fill in all the details to complete your setup opens the setup checklist beside the app, like this Help: the questions still to answer and the next steps from your answers. Click an item to go where it is filled in; its circled ? opens the Help at that topic, with Back to setup checklist at the top. Don’t show this again hides one item; Show all hidden questions at the top brings them back. Tick a next step when it is done.
Someone joining a household that is already set up only gets their own questions (language, alerts, appearance, PIN). On a new phone or computer, if you already answered them on another device, the app asks only Do you want to keep the same language and display preferences as your last installation? Yes, keep them takes your answers from your last device; No, ask me asks the questions.
What you track (Settings) leaves the areas you don’t use out of the menu. An area that already holds something stays.
Names in bold are the pages, tabs and buttons as the app shows them.
Still a question? Write to support@indivia.app. Your message goes straight to the people who make the app.