Nothing is mandatory. Enter only what you want to follow: one property, one account, or just your net worth.
The main areas are in the menu: Net worth, Real estate, Investments and Home budget. Then come Banking, Planning, Reports, People & companies, Help and Settings. On a phone the first four are at the bottom and the rest is under More. The button at the bottom of the menu makes it smaller, to leave more room.
The ? next to a page’s title opens its help beside the app, so you can read a step and do it on the same screen. On the Help page, Show beside the app and Open in a new window do the same for any topic. The blue links in the help open the page, the tab or the form they name.
The + button adds an expense, a revenue, a property value or an investment entry from any page (Quick add).
Amounts are shown at your share of what you own, in your currency (Settings, Currency).
To set everything up in a few minutes, use the setup wizard (Setup wizard and what you track). To try the app on sample data first, open the demo (Try the demo).
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.