BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Setup Guide

The 16-step guided path from empty account to your first financial statement. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Setup Guide and follow each phase top to bottom.
  2. Steps marked GUIDED open a step-by-step interview.
  3. Mark steps complete as you go; return anytime.
Try it now
Recording script (for video producers) 
TITLE: Setup Guide  (target 2 min, Basic)
HOOK (0-5s): "The 16-step guided path from empty account to your first financial statement."
ON SCREEN: open /getting-started
STEP 1 — say: "Open Setup Guide and follow each phase top to bottom."  (show the matching click)
STEP 2 — say: "Steps marked GUIDED open a step-by-step interview."  (show the matching click)
STEP 3 — say: "Mark steps complete as you go; return anytime."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."