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How Totala works

Straight answers to the questions people actually ask — from setting up your first portfolio to exporting everything and leaving.

Getting Started

  • What is Totala?
  • How do I get started?
  • What is a portfolio?
  • What is an asset?
  • What should I do after adding my first assets?

Balance & Monthly Review

  • What does "confirming" a month mean?
  • When should I confirm each month?
  • What does "auto-calculated" mean on an asset?
  • Can I add past months of data?
  • How do I track dividends?

Portfolios & Assets

  • Why would I use multiple portfolios?
  • Can I exclude a portfolio from net worth?
  • What asset types are supported?
  • How does multi-currency work?
  • What happens when I archive an asset?

Dashboard & Charts

  • How do I customize the dashboard?
  • What chart types are available?
  • What do the insight cards mean?
  • How do the time range filters work?

Goals & Planning

  • How do I set a net worth goal?
  • How is the ETA calculated?
  • How do I set a dividend income goal?

Data & Privacy

  • Where is my data stored?
  • How do I export my data?
  • How do I import data from a backup?
  • How do I delete all my data?
  • Why doesn't Totala connect to banks?

Account & Sync

  • Do I need an account?
  • How does device sync work?
  • I forgot my password
  • Can I sign in with Google?

Troubleshooting

  • My data is not showing up
  • Market prices seem wrong or outdated
  • Charts are empty or show weird data

Still stuck? Open the app and use the help button in the corner to reach a human.

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