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.
8 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.
How to automatically update property valuesLet Olomon automate your property values with just a few clicks
How to Invite People to Your Olomon Account