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 for the first time, you'll see a short welcome tour. After that, you'll be offered a choice: start adding your real accounts and transactions right away, or load some sample data first so you can click around and see how everything works before committing anything real. Either way, a handy checklist will follow you around (you can hide it anytime) nudging you toward a fully set-up workspace.
Don't feel like you need to finish everything in one sitting — everything here can be done gradually, and nothing is lost if you close the app and come back later.
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