Boldin

How do I account for health insurance premiums and other payroll deductions?

This short video explains how to best model a taxable bonus.

How do I model a work bonus?

This article explains how Boldin handles retirement distributions

Where do I enter retirement income?

This article and video describe entering an annuity in your Plan.

How to enter an annuity in your plan

This article describes entering a pension in your Plan.

How to enter a pension in your plan

This article describes how to model VA Disability Compensation in your Plan.

VA Disability Compensation

This article describes how to enter ESPP purchases in your Plan.

Employer Stock: Employer Stock Purchase Plans (ESPPs)

This article describes how to enter NQSOs in your Plan.

Employer Stock: Non Qualified Stock Options (NQSOs)

This article describes how to enter RSUs in your Plan.

Employer Stock: Restricted Stock Units (RSUs)

This article describes how to enter ISOs in your Plan.

Employer Stock: Incentive Stock Options (ISOs)

This article describes how to enter ESOP (Employee Stock Ownership Plan)

Employer Stock: Employer Stock Ownership Plans (ESOP)

How to Enter Business Owner Income in Boldin

How to Enter Equity Compensation in Boldin

Nancy Gates

Account for income from work, real estate rental income, annuities, pensions and windfalls

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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