Get started5 min read
Setting up your business
The first time you sign in, Finance asks for a business name and a base currency. That creates your workspace and seeds a starter set of income and expense categories.
Your business
/onboarding- 1Enter your business name.
- 2Pick the base currency you report in. Everything is converted back to it.
- 3Create the business. You become its owner.
Note: Choose the base currency carefully. It is the unit every report is expressed in, and changing it later does not retranslate history.
The getting started checklist
/- 1Add an account. Nothing else works until money has somewhere to land.
- 2Record an expense, and record some income.
- 3Add a client, so income can be attributed.
- 4Set up a recurring bill for anything that repeats.
- 5Invite your team.
Tip: Categories are already created for you, which is why setting them up is not on the list. Adjust them under Settings when the defaults do not match how you think about your spending.
Business details
/settings- Name and logo
- How the business is identified in the app.
- Base currency
- The reporting currency.
- Fiscal year start
- The month your financial year begins. Reports respect it.
- Tax rate
- A default percentage used in the tax summary.
Note: Business details are admin only. Members can record and view entries but not change these.