This guide provides a straightforward approach to manually adding a liability, specifically a credit card, to the Know Your Dosh dashboard. By following the step-by-step instructions, customers can efficiently input essential information, ensuring accurate financial tracking. This helps to manage finances effectively, helping customers stay organised and informed about their liabilities. Viewing this guide can empower individuals to take control of their financial situation with confidence.
1. Navigate to https://app.knowyourdosh.com/dashboard
2. Click “Add liability”
3. Click the “Manually (All liabilities)” field
4. Click “Add manually”
5. Click “Please Select”
6. Click “Credit Card”
7. Click “Go”
8. Click the “Credit Card Name” field
9. Type the name of your credit card
10. Click the “Bank Name” field
11. Type the name of the issuing bank/provider
12. Click the “Rate Of Interest” field
13. Enter the interest rate
14. Complete the “Date CC Issued” field
15. Complete the “Valid Until” field
16. Click this text field.
17. Type in the last 8 digits of your credit card
18. Select “Repayment Type”
19. Complete the “Credit Card Limit” field
20. Complete the “Credit Card Balance” field
21. Complete the “Minimum Payment Amount” field
22. Attach any documents pertaining to the liability in the document box
23. Click the “Notes” field
24. Type any relevant notes
25. Click “Save”
Complete! You have now added your credit card manually to Know Your Dosh 🎉
