Getting Started

Sign up by email or with Google, verify your account, and complete your profile to begin a 7-day free trial.

Create a new plan, understand the dashboard, and add your first component to start forecasting.

Components are the building blocks of every plan. Learn the types, how to manage them, and when to use templates.

Tour the dashboard panels, quick stats, chart views, and how to switch between plans and scenarios.

Opening balances set your starting financial position. Learn how to enter them or import from accounting software.