Getting started with MyAccountBooks
Set up the app in the right order so entries, insights, imports, reports, backup, and modules work reliably.
How to use this
Set your base currency
Open setup or Settings, choose your base currency, and keep it unchanged unless you are intentionally starting over.
Create your sources
Add your real cash wallet, bank account, card, or business account before recording entries.
Review categories
Use defaults first, then add only the income and expense categories you actually need.
Add real entries
Add one income, one expense, and one transfer so you can check balances early.
Check Insights
Open Insights and verify the balance movement after your first entries.
Set backup
Link backup before heavy imports, attachments, or live business use.
Guided walkthrough
First setup walkthrough
Open app to use guided helpDetailed guide
Start with the basics
After login, set currency, sources, and categories before turning on advanced modules. This keeps all dropdowns, imports, and reports clean from the start.
Add small real data first
Add a few real entries before importing large files. This lets you confirm sources, categories, dates, and balances without creating cleanup work.
Turn on modules after basics
Enable Import Center, Reimbursements, Investments, Billing, Inventory, and business tools only after your core setup makes sense.
Before you finish, check this
- Base currency is correct.
- At least one money source exists.
- Categories are not duplicated.
- Insights totals match your expectation.
- Backup/recovery is understood before heavy use.
Common mistakes to avoid
- Opening every module before sources and categories are ready.
- Adding demo data and thinking it syncs to other devices.
- Using transfer as income or expense.
- Changing base currency after real records exist without a reset plan.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /transactions
Tags and coverage
Group: Getting Started. This article is public help and does not access account data.