Help & FAQ

Wealth Path helps you track your financial journey by organizing your assets and debts, calculating your net worth, and providing insights into your financial future.

Assets are things you own that have value. To add your first asset:

• •Navigate to the Assets tab from the bottom navigation
• •Tap the + button in the top right corner
• •Select the type of asset (Investment, Real Estate, Bank Account, Vehicle, or Collectible)
• •Enter the asset details including name, value, and any additional information
• •Tap Save to add the asset to your portfolio

Debts are financial obligations you owe. To add your first debt:

• •Navigate to the Debts tab from the bottom navigation
• •Tap the + button in the top right corner
• •Select the type of debt (Mortgage, Loan, or Credit Card)
• •Enter the debt details including name, amount, interest rate, and payment schedule
• •Tap Save to add the debt to your tracking

The Dashboard provides an overview of your financial health:

• •Net Worth: Your total assets minus total debts
• •Overview Cards: Quick summary of assets, debts, and net worth
• •Charts: Visual representation of your financial data over time
• •Privacy Mode: Toggle to hide sensitive financial information

Predictions help you understand how your finances might evolve:

• •Tap on any financial item to view its details
• •Scroll to the Predictions tab
• •View projected values based on growth rates and payment schedules
• •Remember: predictions are estimates and not financial advice

You can track various types of assets in Wealth Path. Each asset type has specific fields:

• •Investments: Stocks, bonds, mutual funds with growth rates
• •Real Estate: Properties with appreciation rates
• •Bank Accounts: Checking and savings accounts
• •Vehicles: Cars, boats, motorcycles with depreciation
• •Collectibles: Art, jewelry, antiques with custom values

Track your financial obligations with different debt types:

• •Mortgages: Home loans with amortization schedules
• •Loans: Personal, auto, or student loans
• •Credit Cards: Revolving credit with minimum payments

To modify an existing asset or debt:

• •Tap on the item card to expand it
• •Tap the Edit button (pencil icon)
• •Update the information you want to change
• •Tap Save to apply your changes

To remove an asset or debt:

• •Tap on the item card to expand it
• •Tap the Delete button (trash icon)
• •Confirm the deletion in the dialog
• •For multiple items, use the bulk delete feature from the menu

Personalize your financial items with custom icons to make them easier to identify at a glance.

Use the search bar to quickly find specific items by name or category.

Predictions are projections of how your financial items might change over time based on historical data, growth rates, and payment schedules.

Predictions use different methods depending on the item type:

• •Assets with Growth: Compound interest calculations based on annual growth rate
• •Debts with Payments: Amortization schedules considering interest and payments
• •Static Items: Items without growth or payments maintain their current value

You can adjust prediction parameters when creating or editing items:

• •Growth Rate: Expected annual percentage increase for assets
• •Interest Rate: Annual percentage rate for debts
• •Payment Amount: Monthly payment for debt reduction
• •Time Horizon: How far into the future to project

Important things to remember about predictions:

• •Predictions are estimates, not guarantees
• •Actual results may vary significantly from projections
• •Market conditions, economic factors, and personal circumstances can affect outcomes
• •This app does not provide financial advice
• •Consult with qualified financial professionals for important decisions

Get the most accurate predictions by:

• •Using realistic growth and interest rates
• •Updating values regularly to reflect current market conditions
• •Being conservative with growth estimates
• •Reviewing and adjusting predictions periodically

To update your account password:

• •Go to Profile → Security
• •Tap on "Change Password"
• •Enter your current password
• •Enter and confirm your new password
• •Tap Save to update

To update your email address:

• •Go to Profile → Personal
• •Tap on the email field
• •Enter your new email address
• •Verify the change through the confirmation email

Enable biometric authentication for quick and secure access:

• •Go to Profile → Security
• •Tap on "Face Recognition" or "Biometric Authentication"
• •Follow the prompts to enable your device's biometric features
• •Once enabled, you can use face or fingerprint to unlock the app

Privacy mode hides sensitive financial information when you need discretion:

• •Toggle privacy mode from the Dashboard
• •Financial values will be hidden with asterisks
• •Charts and graphs will be obscured
• •Toggle off to view your data again

Manage how the app communicates with you:

• •Go to Profile → Preferences
• •Adjust notification preferences
• •Choose which alerts you want to receive
• •Set quiet hours if desired

Your financial data is protected with:

• •End-to-end encryption for sensitive information
• •Secure cloud storage with Firebase
• •Regular security audits and updates
• •No sharing of data with third parties

If you wish to permanently delete your account and all associated data:

• •Go to Profile → Personal Information
• •Scroll to the bottom and tap "Delete Account"
• •Enter your password to confirm your identity
• •Review the warning about permanent data loss
• •Tap "Delete" to permanently remove your account
• •This action cannot be undone - all your data will be erased