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Getting Started

Follow a guided setup path

Choose a goal such as home records, maintenance, emergency preparation, or moving preparation. The guide suggests relevant next steps.

How to use it

  1. Open Guided Setup.
  2. Describe what you want to accomplish or choose a suggested goal.
  3. Work through the recommended steps in any order.
  4. Mark steps complete; progress is saved in this browser for the active household.

Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.

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