A snapshot is a point-in-time record of what you own and what you owe. Recording them regularly is how Verdly builds your net-worth history and everything that flows from it: your trend, your stats and your milestones.

Record a snapshot

Sign in at app.verdly.io and open the Record screen.
Use the period navigator at the top to choose the period you’re recording. The arrows move one period at a time whether or not that period has an entry, so a period you skipped is one you land on rather than one the arrows pass over. Select the period name to open a picker and jump to any period; the ones you’ve already recorded are marked. A filled dot beside the period name means the period you’re on already has an entry.
For each category, add your holdings and type in their current values. Verdly shows what each holding was last worth in grey beside the box as a reference; nothing is filled in for you, so a value counts only once you enter it. Emptying a box you had filled in before removes that value from the date.
Add a Note if you want to remember what changed this period.
Check the Summary (your Net Worth, Gross Worth and Total Debt) then select Submit.

Choosing a cadence

Your cadence lives in Settings → Profile under Recording, and can be weekly, fortnightly, monthly or quarterly. It controls how your history is grouped and labelled, for example a monthly period reads “Mar 2024”, a quarterly one “Q1 2024” and a fortnightly one “Mar 18–31”.

You can record whenever you like; Verdly groups your entries into your chosen period. Enter every holding when you do, though — a snapshot reports what you were worth on its date, so anything you leave blank counts as nothing rather than carrying over from last time. Verdly is built around intentional, periodic check-ins.

Reminders

Verdly can email you when it’s time to record your next snapshot. Reminders are off until you switch them on, either during onboarding or at any point afterwards:

Open Settings → Reminders.
Switch on Email reminders.
Choose the day, time and time zone you want the reminder to arrive in. The zone is detected from your device the first time; change it if that’s not where you are.
Select Save.

A line beneath the form previews which snapshot your next reminder will cover and when it will arrive, so you can check the setup before you leave the page.

When a reminder arrives

Reminders follow your recording cadence rather than a frequency of their own, so a nudge always lines up with a period in your history:

Weekly — any day of the week, Sunday by default so the reminder closes the week it names.
Fortnightly — the same choice of day, sent in the fortnight’s second week, so the reminder closes the fortnight it names rather than arriving twice in it.
Monthly — any date up to the 28th, or the last day of the month.
Quarterly — the same choice of day, sent in the quarter’s final month (March, June, September or December), so the reminder names the quarter it’s closing.

The 28th is the highest numbered date on offer because no month is shorter, so the day you pick always exists and February never moves it. If you want month end, choose Last day of the month.

Reminders are offered on every cadence you can choose. Verdly used to offer a daily cadence and no longer does; if your profile is still set to it, everything keeps working and the option stays in the picker until you change it, but reminders aren’t sent for it and you can’t switch back once you’ve moved.

Stopping or rescheduling reminders

Your mail client’s unsubscribe button — the control your email provider shows beside the sender — stops them in a single press, with no page to visit and nothing to sign in to.
The link inside the reminder opens a page that confirms before it changes anything, and offers to change the day and hour instead of stopping altogether.
Settings → Reminders switches the channel off and leaves everything else as it was. It’s also where you turn reminders back on if you change your mind.

Currencies and missing rates

Each holding can be recorded in its own currency. See how multi-currency works. A holding’s currency is fixed once it has its first snapshot. If an exchange rate is temporarily unavailable, the Summary shows a “Partial (FX unavailable)” note and leaves the affected holdings out of the totals until rates return; nothing you entered is lost.

Next steps

Organise what you track in holdings and categories.
See your progress on your dashboard.
Set targets with milestones.