How to Add Liabilities Manually to Portfolio

This guide will walk you through the process of manually adding liabilities to your Findex portfolio. Tracking your liabilities alongside your assets gives you a complete view of your net worth.

Last updated 9 months ago

Getting to the Liability List

  1. Log in to your Findex account

  2. Navigate to the Portfolio section in the left sidebar

  3. Click on Liabilities to view your current liability list

You'll see a comprehensive view of all your liabilities, including their current values, interest rates, and maturity dates.

Starting the Add Liability Flow

Once you're on the Liability List page:

  1. Click the blue "+ Add Liability" button located in the top right corner of the page

  2. A modal window will appear presenting you with two options:

    • Connect Account - To automatically sync liabilities through integrations or by uploading CSV files

    • Add Liabilities Manually - To manually add and update liability data over time

For this guide, we'll focus on the manual process.

Choosing Your Liability Type

When adding liabilities manually, Findex offers two main categories:

Available Liability Types:

  • Debt (As Borrower)
    Add different types of debt instruments where you are the borrower. This enables you to track what you owe.

  • Credit
    Add credit card and other credit lines where you have outstanding balances.

Completing the Liability Information

Each liability type has a customized flow designed specifically for that category:

  1. Select your desired liability type (Debt or Credit)

  2. Follow the tailored form for that specific liability type

  3. Fill in all required information (fields will vary based on liability type)

  4. Review your entries for accuracy

  5. Click Save to complete the process

Confirmation

Once saved, your new liability will:

  • Appear immediately in your Liability List

  • Be included in your net worth calculations

  • Reduce your total portfolio value appropriately

  • Show in relevant reports and analytics

Tips

  • Keep your liability information up-to-date to maintain accurate net worth calculations

  • Use the search function to quickly find specific liabilities in your list

  • You can add multiple liabilities of the same type by repeating this process

  • Set up reminders for payment due dates to stay on top of your obligations

  • Regularly update interest rates if they're variable

Need Help?

If you encounter any issues while adding liabilities, please contact our support team through the help center or visit our FAQ section for additional guidance.