Principal Howto

Sign up for an account: Visit the Principal website and create a free account to get started.

Connect your financial accounts: Link your bank accounts, investment accounts, and other financial institutions to Principal to get a comprehensive view of your finances.

View your financial overview: Once your accounts are connected, Principal will compile and analyze your financial data to give you a clear overview of your assets, liabilities, and net worth.

Explore insights and recommendations: Review the AI-powered insights and personalized recommendations provided by Principal to help you make informed financial decisions.

Track transactions and categorize spending: Use Principal's transaction filtering and categorization features to understand your spending habits and track your finances.

Monitor your financial health over time: Check Principal regularly to track changes in your net worth, account balances, and overall financial situation.

Consider upgrading to Principal Plus: For more advanced features like connecting multiple financial institutions and getting a financial risk assessment, upgrade to the Principal Plus plan.