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Add a New Member to Know Your Dosh

Last Updated: 31 July, 2025

This guide provides a straightforward process for adding new members to a Know Your Dosh account, allowing you to customise their access levels based on their roles. With clear steps and explanations of each role, customers can easily manage account permissions, ensuring the right people have the appropriate access. This resource is essential for anyone...

Adding a New Tenant in Know Your Dosh

Last Updated: 31 July, 2025

This guide offers a straightforward method for landlords to efficiently add new tenants in the Know Your Dosh platform. By following the outlined steps, landlords can quickly manage tenant information, ensuring that all necessary details are captured and organised. This process enhances tenant management and streamlines communication, making it an essential resource for landlords seeking...

Connecting a Bank Account to Know Your Dosh

Last Updated: 28 July, 2025

This guide offers a straightforward approach to connecting your bank account with Know Your Dosh, ensuring a secure and efficient way to manage your finances. By following the detailed steps, you can easily sync your accounts for better financial tracking and insights. The process is designed to be user-friendly, allowing you to customise which accounts...

Dashboard Overview

Last Updated: 31 July, 2025

This guide offers a clear and user-friendly overview of navigating the Know Your Dosh dashboard, making it essential for anyone looking to manage their finances effectively. By following the steps outlined, users can easily track their assets, liabilities, and renewals, as well as connect their bank accounts for real-time updates on their net worth. This...

Editing a Tenancy While Adding a New Tenant

Last Updated: 31 July, 2025

This guide provides a straightforward approach to editing a tenancy and adding new tenants within the Know Your Dosh platform. It outlines essential steps for making changes efficiently, ensuring customers can manage their tenancies effectively. By following these instructions, customers can streamline their property management processes and maintain accurate tenant records with ease. 1. Navigate...