Guides

Getting started

From sign-up to your first AI insight in five minutes.

1. Sign up

Email or Google. We bring you straight to a four-step onboarding.

2. Connect or import

Two paths:

• CSV import. Export from your bank, drop the file in. Takes about a minute.
• CSV. Drop any CSV from your bank or accountant. We auto-detect columns.

3. Set your monthly income

Used for cash-flow math. You can edit anytime.

4. See your dashboard

You're done. Net position, cash flow, top categories, financial health score, all on one screen.

Next steps

• Set a budget for the categories you care about (/budgets).
• Audit your subscriptions (/subscriptions).
• Ask the AI: "Where did my money go in April?"