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Getting Started

This section helps end users run and use Cashlytics quickly.

What You Need​

  • A running Cashlytics instance
  • A user account (or single-user mode)
  • A modern browser

First Login Checklist​

  1. Sign in and open the dashboard.
  2. Create at least one account (checking, savings, or investment).
  3. Add your first categories.
  4. Add one expense and one income entry.
  5. Confirm that dashboard totals update as expected.

Core Areas in the App​

  • Dashboard: KPIs, balances, recent activity
  • Accounts: account creation and balance tracking
  • Expenses: recurring and one-time expenses
  • Income: recurring and one-time income streams
  • Transfers: movement between accounts
  • Analytics: trends and category-based insights
  • Assistant: AI-supported workflows and search

Next Steps​

  • Continue with Core Workflows
  • Import historical bank data with CSV Import
  • Use Troubleshooting if totals or entries look incorrect