Personal
Add holdings
In short. On Weltee Personal, open the category page. Import, or use the add button for that type: Add asset on All assets, Add account on Cash & deposits, Add holding on Crypto and Collectibles, Add award on Equity compensation, Add liability on Liabilities. Angel, Real estate, and Private funds use Add holding. You can also Record holding from Firm connections, or let Settings connections write into the books you ticked.
Open the page for that kind of holding. Import if you have a file. Or press the add button for that page.
The add button on each page
- All assets: Add asset
- Cash & deposits: Add account
- Crypto and Collectibles: Add holding
- Equity compensation: Add award
- Angel & venture, Real estate, Private funds: Add holding
- Liabilities: Add liability
Prices and FX refresh. Every figure carries the day it was last true. Refresh prices when you want a pull now. Export or Export CSV from lists that offer it.
From a connection
Settings. Allow the other app, or paste its official token. Tick every book the rows should update. Defaults follow Personal (cash, holdings, income, private). A Google Sheet or Excel workbook writes into those books. Dashboard net worth moves when the rows land. Weltee pulls on a schedule. Related screens may show Sync now once connected. They never show Connect.
From a fund or a company
Firm connections. Record holding, Create a new holding, or Link an existing holding. Running Capital or Startup does not book this for you.
If the page is missing
You turned that module off during setup. The page says it is off. Open Settings and switch the module back on.