Adding an identity

A single identity can contain a maximum of 10 bank accounts or bank cards.

To add an identity:

  1. Open the main application window.
  2. Select the Identities section.
  3. Do one of the following:
    • If the section does not contain any identities, click the Add identity button.
    • If the section already contains identities, click the Add button.

    A field appears, allowing you to name the identity.

  4. Enter the identity name and click the Done button.

    Buttons for adding data to the identity appear in the right part of the window.

  5. In the Identities section, click the Enter data button.

    The data entry form appears in the right part of the window. The form is divided into the following sections: Personal details, Contact details, Accounts, Business profile, and Finances.

  6. To specify additional details, click the Add more details in the relevant section.

    Fields appear, allowing you to enter additional information.

  7. Fill out the form and click the Done button.
  8. In the Bank cards and accounts section, click the Add button.
  9. Select the type of details being added in the drop-down list:
    • New bank card
    • New bank account

    The form to be filled appears in the right part of the window.

  10. To specify additional details of the card or account, click the Add more details button.
  11. Fill out the form and click the Done button.

The identity has been added successfully.

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