Getting Started
The welcome tour, sample data, and the checklist that gets a new workspace ready.
Guides
Welcome to Rasa Money
Getting set up happens in a few easy stages, and you don't have to do them in any particular order beyond the first one. When you log in…
Your first-login welcome tour
The first time you ever log in, a short three-step welcome message pops up. It welcomes you to Rasa Money, confirms that your data…
Deciding how to start: real data or a test run
Once your workspace is empty, you'll see two big buttons: create your first account or import sample demo data. If you're the type who…
Trying Rasa Money with sample data
Load sample accounts, categories, a budget, and history so you can explore Rasa Money before entering real finances — then switch to live mode when you are ready.
Following the setup checklist
Look for a small floating button in the bottom-right corner of the app — that's your setup checklist. Open it and you'll see eight simple…
Clearing out sample data and going live
When you're ready to leave test mode behind and start using your real finances, look for the banner at the top of the app and click Switch…
Still stuck?
Write to support with what you tried — a human replies.
Contact support