Getting Started with Olomon
Learn how to set up your Olomon account: create your Balance Sheet, upload your Estate Documents, and invite people to your Olomon account.
6 articles
Getting Started with the Balance SheetThis article covers: why create and maintain a personal balance sheet and how to set up your balance sheet for the first time.
Creating a Digital Vault for Essential DocumentsHow do I upload and store essential documents securely? What limitations are there on the files that can I store? (file size, file type)
Why Everyone Needs a Will, a Power of Attorney, and a Medical DirectiveA brief description of Wills, Powers of Attorney and Medical Directives, as well as why everyone should consider creating these documents.
Olomon Glossary of TermsExplaining key financial and platform-specific terms, so you can better understand and manage your finances with confidence.
Connecting a Financial Institution to Your Olomon AccountConnecting your financial institutions to Olomon allows you to maintain an accurate and up-to-date view of your financial situation.
Ideas for Organizing your BalancesHow should you organize your Balances? We'll give you ideas based upon your financial situation, phase of life, and goals.