When sample data helps
If you want to explore before committing your real finances, sample (demo) data gives you a safe playground. You get a few sample accounts, categories, a budget, and enough transaction history to click through lists, filters, and reports without typing everything in by hand.
This is ideal when you are evaluating whether Rasa Money fits how you think about money — multi-currency balances, budgets, Cartable confirmations — without mixing exploration with your real ledger yet.
Sample data is especially useful if you are sharing the screen with a partner or advisor and want to show how budgets and multi-currency cards behave without exposing real balances. It is also a low-stress way to practice the setup checklist before your first live account exists.
How to load demo data
From an empty workspace, open the dashboard and choose Import demo data. You will be asked to confirm your password first (so only you can load a full dataset into the account). After that, a second confirmation actually loads the sample package.
Once it finishes, a banner at the top of the app reminds you that you are in test mode. That banner stays until you deliberately switch to live mode later. Feel free to add real information while you explore — nothing blocks you — but treat the workspace as temporary until you clear the sample set.
If the empty-dashboard actions are not visible, confirm you are signed into the workspace you intend to use and that it truly has no financial records yet. A workspace that already has accounts will not present the same first-run demo entry points — in that case create a fresh test account if you only want to explore.
What you can try safely
With demo data loaded, walk the Accounts page, open a few transactions, create or edit a budget, and open the Cartable if any pending items appear. If you have Pro features available on a trial, you can also peek at import and Rasa AI against the sample ledger.
Nothing about demo mode changes how the product works; it only seeds content so the screens are not empty. Your profile, login, and preferences (timezone, currency display, and similar settings) stay yours throughout.
Try filtering transactions, opening an account card to compare current versus available balance, and following a budget progress bar after you add a sample expense. Those three checks usually tell you whether the product matches how you already think about money.
Tips and what to read next
When you are ready to use the app for real finances, clear the sample set first — see Clearing out sample data and going live. That step removes financial records (sample and anything you added while exploring) after another password confirmation, while keeping your profile and preferences.
If you already know you want to start with real accounts, skip demo data and create your first account instead. Either path is fine; the checklist will still nudge you through setup.
Do not rely on demo mode as your long-term ledger. When the banner still says test mode, assume a later switch to live mode can wipe financial data. Export is a Pro feature and may not be available depending on your plan — plan your exit from demo before you type anything you cannot recreate.