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Quick Start

New to Gilded? Here's how you get up and running!

Gil Hildebrand avatar Farrah Ross Appleman avatar Matt Müller avatar
8 articles in this collection
Written by Gil Hildebrand, Farrah Ross Appleman, and Matt Müller

Getting Started With Gilded

Jump in and get set up with your company's Gilded account.
Gil Hildebrand avatar
Written by Gil Hildebrand
Updated over a week ago

Gilded Dashboard Overview

Learn the layout and basics of Gilded's Financial Dashboard
Matt Müller avatar
Written by Matt Müller
Updated over a week ago

Gilded Activity Page Overview

Use the Activity Page to view and add context to your crypto transactions.
Matt Müller avatar
Written by Matt Müller
Updated over a week ago

Accounts Page Overview

Learn how the Accounts module works and how to add new Accounts to your Gilded profile.
Farrah Ross Appleman avatar
Written by Farrah Ross Appleman
Updated over a week ago

Gilded Contacts Page Overview

Learn how to add, edit, and view your contacts and their wallet addresses.
Matt Müller avatar
Written by Matt Müller
Updated over a week ago

Gilded Reports Page Overview

Upload formatted CSV files and see all of your import/export history in one space.
Matt Müller avatar
Written by Matt Müller
Updated over a week ago

Manage Your Gilded Profile

Set your business name, profile picture, manage notifications, passwords, billing, and customize invoice details.
Farrah Ross Appleman avatar
Written by Farrah Ross Appleman
Updated over a week ago

Adding Contacts To Your Gilded Account

Add contacts from your Account or Activity pages in Gilded
Matt Müller avatar
Written by Matt Müller
Updated over a week ago
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