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Onboarding runs once, immediately after you create your account. It owns the whole screen, with no navigation and no sidebar, because it takes about two minutes and there is nothing else worth doing first. It asks four questions. The first two are required; the last two you can skip and come back to.

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Step 1: What should we call you?

Your name, and optionally a business name. This is the name that appears on your entries and in the audit trail. It is never shown to anyone you have not invited, and it is not your username or your sign-in email. Those stay with your account. The business name is optional and only used where a document or an export needs a trading name on it. You can leave it blank and add it later.
Both fields are editable at any time from Settings → Account. Nothing you enter here is permanent.

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Step 2: Name your first book

A book is one set of accounts kept in one currency. Most people start with one and add a second when a set of figures should not mix with the first, say a client, a project, a household. You give it a name and pick the currency it is kept in.
1

The name becomes the address

Freelance becomes /app/freelance. The address is shown under the field as you type, so there is no second thing to keep in sync.
2

The currency is the book's own

Entries recorded in other currencies convert into this one. It can be changed later, and it does not limit what you can enter.
The currency list at this step is the common set rather than all 166. The full list is available on the book once it exists. A 166-item dropdown is a worse control than a short one during setup.

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Step 3: What should we watch for you?

Which alerts you want, chosen once so the book starts useful rather than silent. Each one you pick becomes a live alert on your first book. They are ordinary alerts, not a special setup-only kind, so you can edit, pause or delete any of them afterwards from the book’s Insights page.
You can skip this step. Nothing is switched on behind your back if you do, and the same library is waiting on the Insights page whenever you want it.

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Step 4: Here is where everything lives

A short walk through the parts of a book: recording an entry, bringing documents in, the dashboard, groups, and alerts. It is a tour rather than a task, so nothing you do here changes your data.
You can skip this too. Nothing in the tour is required to use the product, and every part of it is reachable from the book itself.

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What happens when you finish

You land on your first book, an empty dashboard with its name on it, ready for its first entry. From then on, signing in takes you to your most recently used book rather than back through this flow. If you return to /onboarding after finishing, you are redirected to your book: onboarding does not run twice and cannot create a second book by accident.
If you close the browser midway, you resume where you stopped. Each step saves as you complete it, so nothing entered is lost.

Next: your first transaction

Recording an entry, and what each field on the form is for.