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.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.
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.
Next: your first transaction
Recording an entry, and what each field on the form is for.