# Quickstart

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## 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:

<figure><img src="https://835280022-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv6nZ5vxiJXa7SdpbIsC9%2Fuploads%2F2IKa3sn7ieYzSE5AxArn%2F%D0%97%D0%BD%D1%96%D0%BC%D0%BE%D0%BA%20%D0%B5%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202024-12-31%20%D0%BE%2001.23.53.png?alt=media&#x26;token=fd9b293e-f6d5-49de-bd89-5471cdcb45c6" alt=""><figcaption></figcaption></figure>

* **Telegram Bot** — for quick voice input of transactions.
* **Desktop Platform** — for in-depth financial analysis and management.

## 2. 🏦 Creating Accounts

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**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.  📂 Editing Categories

Categories in FIN AI help you personalize your financial management. They are divided into income categories and expense categories.

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**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.

<figure><img src="https://835280022-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv6nZ5vxiJXa7SdpbIsC9%2Fuploads%2F1PhMtf9BgbBgYKffj1ZL%2F%D0%97%D0%BD%D1%96%D0%BC%D0%BE%D0%BA%20%D0%B5%D0%BA%D1%80%D0%B0%D0%BD%D0%B0%202024-12-30%20%D0%BE%2010.50.52.png?alt=media&#x26;token=708497c7-7d7e-446d-b9e6-c6f336054d93" alt=""><figcaption></figcaption></figure>

**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.  📑 Bulk Importing Bank Statements

<figure><img src="https://835280022-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv6nZ5vxiJXa7SdpbIsC9%2Fuploads%2FTkBaPFt8PaOn1UVZs5DK%2FFIN%20-AI%20asistent-3.png?alt=media&#x26;token=b47b1f28-3d1f-4694-9d07-d420564524a5" alt=""><figcaption></figcaption></figure>

**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.  💡 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!
