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 things to do: add an account, add some expense categories, add some income categories, check your settings, set up a budget, record a transaction, set up a recurring payment, and add a debt if you have one. Work through them in order — each step unlocks once you finish the one before it. Watch the progress bar climb, and don't be surprised by a little confetti when you finish the last one! If you'd rather not be reminded, just click Dismiss onboarding and it'll stay tucked away, even if you switch devices.
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