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Account and Security
Manage Profile and Security
Keep your account secure with a few simple account hygiene habits.
...s regularly. Account hygiene checklist Use a strong, unique password. Rotate password when needed. Review active sessions. Remove unused connected accounts. Profile updates Keep em
How To Use Kanze
Accounts Table and Charts
How to use the accounts table, net worth chart, and assets vs liabilities view.
...umns include account name, type, current value/balance, and change where applicable. Use Import to bulk add accounts from CSV or XLSX; use Export to download your data. Net Worth C
Getting Started
Adding Account
Link your first account.
...ITs you currently hold. Initial coverage is for Singapore Exchange (SGX), with more exchanges coming later. Track your specific number of shares and average purchase price. You can
How To Use Kanze
Cashflow Page
Track monthly income and expenses, savings, and emergency fund runway.
...pports it. Adding and Editing Data Use the form to enter or change monthly totals for each income and expense category. Add or edit line items for that month if the page supports i
How To Use Kanze
Dashboard Overview
What you see on your Kanze dashboard and how to use it.
...ur name and today’s date. Your net worth and its percentage change (shown once you have accounts). Total assets and total liabilities in your preferred currency. 2. Accounts card A
How To Use Kanze
Discovery
Explore banking products and investment products; filter by Shariah compliant.
...e investable assets (e.g. stocks, funds). Cards show price, change %, and other relevant fields. 3. Search by ticker or name. 4. Filter by asset type. 5. Shariah compliant: Use the
Getting Started
Edit and Delete Account
How to edit account details, add or update values, and delete an account.
...dit (or the edit action). 2. The Edit Account dialog opens. Change: Account name Account type and subtype (if applicable) Balance or value (for manual accounts) For holdings (e.g.
How To Use Kanze
Goal Tracker
Create and manage goals; understand the difference between manual and linked goals.
...s target; you update the current value yourself when things change. Linked: You link the goal to one account . Progress is driven by that account’s balance (and optional allocation
Account and Security
Profile, Subscription, Notifications, Settings
Manage your profile, subscription, notifications, and app settings.
...o apply; a confirmation may appear. Cancel discards unsaved changes. Start onboarding: Use this to run the onboarding flow again (e.g. to add or review accounts). Subscription Curr
How To Use Kanze
Tools - External
Use built-in calculators to plan outcomes before making financial decisions.
...st practice 1. Start with your current baseline numbers. 2. Change one variable at a time. 3. Save or note your final scenario. Common mistake Changing too many assumptions at once