Quick Start

Get up and running with Statements in just a few minutes. This guide walks you through the essential steps to start managing your financial transactions.

Step 1: Create Your Organization

After signing in, you'll be prompted to create an organization. This is where all your accounts, transactions, and rules will live.

  1. Click Create Organization
  2. Enter your organization name (e.g., "My Business" or "Personal Finance")
  3. Click Create

Step 2: Add Your First Account

Accounts represent your bank accounts or credit cards.

  1. Navigate to Accounts in the sidebar
  2. Click Add Account
  3. Fill in the details:
    • Name: A friendly name (e.g., "HDFC Savings")
    • Category: Bank or Credit Card
    • Account Number: Optional, for reference
  4. Click Save

Step 3: Upload a Bank Statement

Now you can upload your first bank statement to import transactions.

  1. Go to Statements in the sidebar
  2. Click Upload Statement
  3. Select your bank statement file (CSV, PDF, or XLSX)
  4. Choose the account it belongs to
  5. Click Upload

Statements will automatically:

  • Detect the bank format
  • Extract all transactions
  • Remove duplicates if the statement overlaps with previous uploads

Step 4: Review Your Transactions

After uploading, your transactions appear in the Transactions view.

  • Filter by date, account, category, or entity
  • Search by description or amount
  • Sort by date or amount
  • Edit individual transactions to add categories or entities

Step 5: Set Up Categorization Rules

Save time by creating rules that automatically categorize transactions.

  1. Go to Rules in the sidebar
  2. Click Create Rule
  3. Define conditions (e.g., "particulars contains AMAZON")
  4. Set actions (e.g., "set category to Shopping")
  5. Save the rule

New transactions matching your rules will be categorized automatically.

What's Next?