Your Dashboard is the central hub where you organize all your important information. It has 19 different sections, each designed for a specific category of data.
Financial Sections:
- Savings - Bank accounts, savings accounts, money market accounts
- Investments - Stocks, bonds, ETFs, real estate, business investments
- Debts - Mortgages, car loans, credit cards, student loans
- Loans - Personal loans, business loans, other lending
- Insurance - Life insurance, health insurance, property insurance, auto insurance
- Receivables - Money owed to you, outstanding loans you made
Personal & Family Sections:
- Family - Family members, contacts, relationships
- Personal - Personal records, identification, vital information
- Medical - Medical history, health conditions, medications, emergency contacts
Assets & Property Sections:
- Assets - Real estate, vehicles, collectibles, valuables
- Business - Business interests, partnerships, ownership stakes
- Documents - Wills, deeds, legal documents, certificates, permits
Sharing & Social Sections:
- Circle - Trusted family members and endorsers (required for demise verification)
- Share - Documents and data you've shared with others
- Shared With Me - Documents others have shared with you
Admin & Management Sections:
- Demise Tracking - Manage demise reporting and post-demise sharing
- Vault - Secure storage for encrypted sensitive data
- Notifications - View all system and demise-related notifications
- Profile - Manage your account settings and preferences
- Support - Contact support and view resources