Quick Start

Welcome to Plutus Finance! This guide will walk you through the basics of setting up your account and getting started.

Create Your Account

1. Visit Plutus Finance and sign up with your email
2. Verify your email address
3. Create your first organization

Add Your First Account

Once you’ve created your organization, add a bank account:

1. Navigate to Accounts in the sidebar
2. Click Add Account
3. Enter your account name, type, and starting balance
4. Click Save

Record Your First Transaction

With an account set up, you can start recording transactions:

1. Navigate to Transactions in the sidebar
2. Click Add Transaction
3. Fill in the date, amount, payee, and category
4. Click Save

Next Steps

• Learn about key concepts to understand how Plutus works
• Set up your budget to track spending by category
• Import transactions from your bank