Getting started
Your first ten minutes
No account, no email, no setup. Open it and you're in.
Initial setup (~3 minutes)
When you first open the app, it guides you through 4 steps:
1. Your name — for the personalized greeting on the dashboard 2. Main currency — automatically detected from your region 3. First account — create your bank account (e.g. "Checking Account") 4. Categories — choose the default 36 or start from scratch
💡
If you're short on time, you can skip any step. The app will gently remind you later with a tip on the dashboard.
After setup
The first thing you should do is import your transactions. Without data, the app can't project or analyze anything.
Where do I get the file?
Most banks let you download a CSV or XLSX from their online banking:
◆Look for "Export", "Download transactions", or "Statement"
◆The most common format is CSV (comma-separated values)
◆Some banks also offer Excel (XLSX) downloads
What happens with my data?
The file is processed 100% on your device. Nothing is uploaded to any server. Once imported, you can delete the original file.
Next step
Learn how to [import transactions](/en/guides/import) with the import wizard.