Onboarding

Create an account with your email and a password, or sign in with Google. You'll receive a verification email to confirm your address.

1. Financial Goals — Select what you want to achieve (track spending, save more, pay off debt, etc.). These personalize your experience.
2. Link Accounts — Optionally connect your bank accounts via Plaid to start syncing transactions immediately.
3. Set Up a Budget — Create your first budget based on your selected goals.
4. Explore the Dashboard — A guided tour highlights key areas of the app.

After onboarding, a step-by-step tour walks you through the dashboard, sidebar navigation, and key features. You can restart the tour anytime from the sidebar.