It opens automatically right after you subscribe.
Start with the 2-minute Bank transactions categorization tutorial video at the top.
1. Train Adam on how to categorise your transactions
Click Create rules to open Bank Rules. Let Adam generate rules from one of your bank statements, or write your own.→ Train Adam with bank rules
2. Upload your bank statements
Click Upload statement. Choose your bank account and upload a PDF or CSV statement. No template is needed. Transactions are extracted, categorised and shown on the bank transactions page.→ Add bank accounts and upload statements
3. Access your profit and loss statement
Click View report. As transactions are categorised, your profit and loss, balance sheet and other reports update automatically. You can download them any time.
The counter (0 / 3 onboarding tasks completed) tracks your progress. Skip hides a task without completing it.