Docs
Guides and reference for using Verdly. Pick a topic to get started.
AI features
- Ask Verdly Chat with an AI assistant that answers questions about your own Verdly data — your net worth, holdings, debt, performance and milestones — and never sees anyone else's.
- AI Insights Turn your numbers into a short written summary of your finances — the shape of your growth, your debt and concentration — generated on demand and shown on your dashboard.
Data
- Importing data into Verdly Bring your data into Verdly from a JSON file — the same format Verdly exports — to restore a backup or seed a fresh account.
- Exporting your Verdly data Download your full Verdly history — every snapshot, category, holding and note — as a single JSON file that's yours to keep.
Getting started
Integrations
Using Verdly
- Recording snapshots and choosing a cadence Record point-in-time snapshots of what you own and owe, and choose the cadence — daily, weekly, monthly or quarterly — that Verdly groups your history by.
- Organising your holdings and categories Understand how assets, debts, holdings and categories fit together in Verdly, and how to organise them so your net worth stays accurate.
- How multi-currency works Hold assets and debts in different currencies and still see one consistent net-worth figure. Learn how Verdly converts, which currencies are supported, and how historical rates work.
- Understanding your dashboard A tour of the Verdly dashboard — your net worth, trend chart, allocation, headline stats, milestones and observations — and what each figure means.
- Setting and tracking milestones Set targets for your net worth, a category or a single holding, track your progress, and let Verdly project when you'll get there.