Set Up Ordersbook for the First Time
Available on: iOS, Android, Web
Tags: onboarding, setup, getting-started
Use onboarding to get your account ready for everyday use. This usually includes choosing how you want to budget, adding income sources, and setting up your accounts.
What You Will Usually Do
- Choose how you want to start using Ordersbook.
- Add one or more income sources.
- Add your accounts and current balances.
- Continue into the app when setup is complete.
Tips
- Try to enter realistic starting balances so your reports begin accurately.
- If you are not ready to build a full budget yet, look for options that let you continue with lighter setup.