From zero to fully set up, step by step.

Current
Getting Started
Chapter 1

Getting started in 5 minutes

Sign in, unlock early access, then follow the onboarding wizard. In under five minutes you'll have accounts, categories and your first transaction in.

The setup journey
1
Sign in
Google / Email
2
Request access
Approved by admin
3
Onboarding wizard
Accounts → Categories → Loans
4
First transaction
Start tracking
What you'll set up
  • One or more accounts (bank, cash, credit card, wallet)
  • Categories grouped by Income, Needs, Wants, Savings, Investments
  • Active loans / EMIs (optional)
  • Informal debts (money you owe or lent — optional)
  • Your first income and expense transaction
  1. 1
    Sign in and request early access
    CapSTEP is invite-only. On /money-tracker tap Request Early Access. You'll get a one-time toast the moment an admin approves you.
  2. 2
    Complete your profile
    The Profile dialog opens automatically. Add your name and preferences so the dashboard can personalise labels and reports.
  3. 3
    Run the Onboarding Wizard
    A 6-step wizard walks you through Welcome → Accounts → Categories → Loans → Debts → Done. You can re-open it any time from the Setup guide button in the header.
  4. 4
    Record your first transaction
    Tap the floating + button, pick a category, an account, an amount, and save. Balances update instantly via database triggers — no refresh needed.
You can skip anything
Every wizard step (except Accounts) is optional. Add loans, debts and extra categories later from Settings.
Current
Getting Started