All collections
Accounts & portfolio
Add, organize, value, and update everything you own or owe.
6 articlesAdd an institution and financial account
Create a bank or broker, add its products, and configure currency, asset class, liquidity, and flow tracking.
1 min readRecord account balances, deposits, and withdrawals
Add monthly account entries and provide the cash flows Hugo needs for accurate performance.
2 min readWork with currencies and exchange rates
Keep each item in its native currency and understand display currency, historical conversion, and currency risk.
1 min readAdd and value a physical asset
Create real estate, vehicles, watches, and other tangible assets, then maintain their monthly valuation history.
1 min readAdd and manage liabilities
Record mortgages, loans, and credit cards, including outstanding balances and interest rates.
1 min readConfigure product types and Entities
Create reusable account defaults and separate personal, household, or company ownership where the feature is available.
1 min read