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.

1 minUpdated Sep 2026

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 likes to dive straight in with your real accounts and transactions, go for the first one. If you'd rather poke around and see how budgets, categories, and reports work before typing in anything real, load the demo data instead — you can always wipe it later and start fresh.

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