Meet Our Features
An in depth guide to our categories and features
Your Trustworthy Dashboard
This overview highlights the features of your dashboard, ensuring you can get data in quickly through drag and drop, search across your platform, and ...
Inbox (with Autopilot)
Your Inbox is the hassle-free way to store important files without the immediate need to sort and file them. Easily send files to the Trustworthy Inbo...
Reminders
Reminders in Trustworthy are a great way to stay on top of critical expiry dates and other time sensitive to-dos related to your household. Key thing...
Categories, Items, Details
Trustworthy offers numerous Categories in which to store your personal documents. When you open a category, you'll see a series of items , some pre...
Searching Your Platform
As your Trustworthy account grows, search becomes a vital tool to quickly find items like files, tiles, folders, and related information. This video w...
Business Category
Our Business category provides a place to track and maintain key information pertaining to businesses that you own or are a partner in, like LLCs, LLP...
Finance: Manually Adding your Financial Institution
When creating new tiles in the Finance category, be it bank accounts, credit cards, investment accounts or loans, Trustworthy will prompt you to enter...
Finance: Using Plaid to Import your Accounts
Plaid is a trusted and secure intermediary that helps applications connect to a myriad of financial institutions. You've probably used Plaid before w...
Using Trustworthy for Emergency Planning
Emergency Planning: Your family's emergency contacts, supplies, and 'what-if' list Get your emergency plans in place before life goes sideways. With T...
Customizing Trustworthy
Trustworthy is designed for and used by diverse people, families and households. There are many ways to make Trustworthy fit your needs and our contin...