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Your first 15 minutes in Nethaven
Add one useful account, set a simple budget, review transactions, and check your financial overview.
Start with the account that explains this month's spending, usually checking or a main credit card. Then create a small budget, review the transactions already available, and add one debt or savings goal.The aim is a workspace you can review again next month. Broad categories and current balances are more useful than a detailed setup you will not maintain.
Step-by-step guide
Desktop web walkthrough
Follow these steps in the current product UI. Use the platform switcher to show instructions for another supported platform.
1
Add the first account
Open Accounts and add the account that makes current balances useful. Do not start in Add asset when you mean to add a bank account.
2
Set the main budget
Open the main budget and add a few broad category amounts.
3
Return to the dashboard
Check the portfolio, debt, savings, and budget cards. Treat any missing section as the next setup task.