1\. Register your accounts (Accounts): - Bank accounts - Cash at reception - Credit or debit cards
2. Define your categories (Categories). This will make it easier to organize and control income and expenses.
Examples of common categories: - Subscriptions - Rent - Fixed bills (internet, electricity, water, etc..) - Variable expenses (materials, events, etc..)
3. Register some automations (Automations) to make registration easier. For example: - whenever there is “plan xxx” in the transaction, assign the category Subscription