Quick Start

Follow this sequence to move from zero setup to a working workspace with your first tracked expense.

1. 1

   Create your first workspace and set base currency for accurate reporting.

2. 2

   Invite teammates and assign roles (owner/admin/member/viewer).

3. 3

   Add categories and recipients to keep expenses structured.

4. 4

   Create your first expense and verify totals in monthly view.

5. 5

   Enable API keys if you plan to automate imports from external systems.

Key screens to capture

What to configure first

• Workspace currency and timezone defaults.
• Member roles before inviting the team.
• Core categories and recipients used in day-to-day operations.