Finbooks

The creation of a profile is liited to the Family plan, which allows up to 4 profiles in the same account. All the other plans are limited to one profile.

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Follow these simple steps in order to create a profile in your Family plan:

hover the mouse over your account name, then click on Account

in the Profile&amp;Settings tab, click on New Profile+

1. assign a name to the new profile

1. select the Kind of investments
 
2. select the resolution method
 
3. click on Create

done! your new profile has been created and is ready to be used. Click on the Ok, close button to remove the notification

the new profile will appear in the profile list along the other ones of the account

1. hover the mouse over your account name, then click on Account
 
 
 
2. in the Profile&amp;Settings tab, click on New Profile+
 
 
 
3. now complete the following:
 
 1. assign a name to the new profile
 
 1. select the Kind of investments
 
 2. select the resolution method
 
 3. click on Create
 
4. done! your new profile has been created and is ready to be used. Click on the Ok, close button to remove the notification
 
5. the new profile will appear in the profile list along the other ones of the account

Create a profile (Family plan only)

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Create a profile (Family plan only)

How to create a profile