Getting Started
Start here. Learn how to connect your accounts, set up budgets, run simulations, and quantify your wealth in under 10 minutes.
The fastest path to a complete financial picture. Follow these steps to get up and running.
Sign up with your email. Choose individual or household planning. Your 31-day free trial starts the moment you pick a plan.
Use Plaid to securely link checking, savings, and credit cards. Read-only access means we never see your credentials.
Rikdom auto-categorizes your recent transactions. Confirm or adjust categories with one click. The system learns from your patterns.
Navigate to Blueprint and allocate your income across spending categories. See what's left to assign in real-time.
Track your home, vehicles, and valuables. Use RentCast auto-valuation for property or enter values manually.
Connect your brokerage via SnapTrade, then run a 10,000-path simulation to project your financial future.
Deep dives into each section of Rikdom. Learn how to use the tools that matter most to you.
Learn how to categorize transactions, build budgets, and track cash flow. Master the Blueprint page.
Read guide →Connect accounts, add real assets, and understand your complete financial picture. Liquidity score explained.
Read guide →Run your first simulation. Understand sampling methods, inflation adjustments, and how to interpret results.
Read guide →Find harvestable losses, understand wash sale rules, and track your actions. Optimize for 0.85%+ alpha.
Read guide →Create goals, link accounts, and understand success probability. Goal velocity gauge explained.
Read guide →Ask questions about your finances in natural language. Setup and usage tips.
Read guide →Check out our comprehensive feature guides for step-by-step walkthroughs, pro tips, and detailed explanations of every tool in Rikdom.
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