> For the complete documentation index, see [llms.txt](https://fin-ai.gitbook.io/fin-ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://fin-ai.gitbook.io/fin-ai/getting-started/quickstart.md).
# Quickstart
## 1. 🚪 Log In
Visit [app.fin-boto.com](https://app.fin-boto.com/) to log in or create your account. You can access FIN AI via:
* **Telegram Bot** — for quick voice input of transactions.
* **Desktop Platform** — for in-depth financial analysis and management.
## 2. 🏦 Creating Accounts
**Each account represents a separate balance.**
Follow these steps to create a new account:
1. Click the “+” button in the accounts panel.
2. Fill out the following fields in the “Add New Account” window:
* **Currency:** Choose a currency (e.g., USD, EUR).
* **Account Name:** Assign a clear name, such as “Checking Account” or “Cash.”
* **Starting Balance:** Enter the initial balance amount.
3. Click “**Create**”. The account will appear in the list and be available for transactions.
{% hint style="info" %}
You can create up to 10 accounts in the basic version.
{% endhint %}
## 3. đź“‚ Editing Categories
Categories in FIN AI help you personalize your financial management. They are divided into income categories and expense categories.
**How to Manage Categories**:
1. Open the “**Categories**” section.
2. Add new categories relevant to your spending and income (e.g., “Fitness,” “Gifts”).
3. Edit or remove categories you don’t plan to use.
## 4. ✍️ Adding Your First Manual Transaction
Manually adding transactions lets you record expenses or income that aren’t automatically imported.
**Steps to Create a Transaction:**
1. Navigate to the “MyFin” tab.
2. Click “Create Payment.”
3. Complete the fields:
* **Transaction Type:** Choose “Expense,” “Income,” or “Transfer.”
* **Amount:** Enter the transaction amount and currency.
* **Date:** Select the date and time.
* **Description:** Provide a short name, like “Utility Bill Payment.”
* **Account:** Select the account the transaction belongs to.
* **Category:** Choose the relevant category.
4. Click “**Save**.” The transaction will be saved in your list of records.
## 5. đź“‘ Bulk Importing Bank Statements
**To upload data via FIN AISort:**
1. Go to the “FinImport” section on the [desktop platform](https://app.fin-boto.com/).
2. Prepare your statement file in one of these formats:
* Google Sheets (.xlsx, .ods) or CSV (comma-separated).
3. Use the ready-to-go Google Sheets template available in the “FinImport” section.
4. Fill in the mandatory fields:
* **Transaction Name:** A brief description (e.g., “Rent Payment”).
* **Date:** Use the YYYY-MM-DD format.
* **Amount:** Numeric value.
* **Currency:** Specify the currency (e.g., USD, EUR).
5. Upload the file. Transactions will be automatically categorized by AI.
## 6. đź’ˇ Tips for Getting Started
• Use the Telegram Bot for fast voice transaction input.
• Regularly review spending analytics in the “**Dashboard**” section.
• Set reminders to log transactions to keep your data up to date.
With FIN AI, you gain a simple and efficient tool for managing your finances, saving time, and improving spending control!