Wizards & Tutorials
Getting Started from the sidebar nav is the hub for setup wizards and feature tutorials.
Accessing wizards
Open Getting Started from the sidebar, or click the link on the Dashboard checklist.
Setup wizards
Each wizard is a multi-step form that configures a piece of WealthMgr. When you finish a wizard, its tutorial card displays a Completed badge next to the Start button.
Set up recurring income
Run the quick preset from the Paycheck card in the Quick Presets section (or the Set up recurring income button on the Income page). The Tutorials card of the same name is a different entry: since BETA-FB23 it launches the guided rule-creation tour instead (see In-app tutorials).
This wizard creates:
- A deposit account (where your pay lands).
- An income rule for the paycheck itself.
- Transfer rules for every allocation — savings, bills, goals, and more.
See Paychecks for details.
Create more accounts
Create your core accounts with this wizard:
- Checking / current account
- Savings account
- Credit cards
- Loans
Enter the actual balance for each — what the account holds today. These balances anchor your net worth history from day one.
Configure a recurring bill
The bill wizard builds a transfer rule tagged bill. The create dialog asks for:
- The bill name and amount (with currency).
- The next due date.
- The account the bill is paid from (the tour calls it the source account; in Categories wording a “source” is money coming in, so the step asks which account pays).
- Optionally, a budget pocket to pay it from, and the destination expense account (existing or newly named).
The bill then appears on the Bills page.
Configure a loan
Set up a liability account for any loan:
- Enter the loan name, outstanding balance, and currency.
- Set the monthly payment amount and schedule.
- Choose the asset account that pays the loan.
Your loan balance drops as you log payments.
In-app tutorials
Ten tutorial cards sit in the Tutorials section of the Getting Started page, and every one of them launches an in-app guided tour with step-by-step tooltips over the actual interface — including “Set up recurring income”, which since BETA-FB23 walks you through creating a real recurring-income rule itself (the one-step paycheck quick preset still lives in the Quick Presets section above).
| Tutorial | Steps | What it shows |
|---|---|---|
| Set up recurring income | 9 | Tooltip tour on the Rules page that creates a genuine income rule — name, the Income category, source and deposit accounts, amount, and schedule — then finishes on the Income page overview showing your new recurring income. |
| Create more accounts | 13 | Tooltips walk you through creating an asset account, an expense account, and an income account on the Accounts page — the wording follows your Terminology setting, so in Categories mode the tour builds a category and a source instead. |
| Configure a recurring bill | 7 | Tooltip tour on the Bills page that builds a transfer rule tagged bill. |
| Configure a loan | 7 | Tooltip tour on the Accounts page that sets up a liability account for a loan. |
| Organize money with pockets | 7 | Tooltip tour on the Accounts page that creates a budget pocket with a spending allowance and explains how free, budget, and goal pockets share one model. |
| Set up your first alert | 7 | Tooltip tour on the Alerts page that builds a balance alert and runs a manual check. |
| Save toward your first goal | 7 | Tooltip tour on the Budgets & Goals page that creates a savings goal — name, target amount, target date, optional first deposit — and explains the progress card and monthly plan. |
| Set up your first budget | 7 | Tooltip tour on the Budgets & Goals page that builds a spending envelope: envelope account, monthly allowance, funding account, and the spend-down card it produces. |
| See your money’s future | 5 | Tooltip tour on the Projections page that walks the projection settings, the balance-over-time chart, the FIRE calculation, the desired-monthly-income input, and the what-if controls. |
| Connect Claude Code | 7 | Tooltip tour on the Settings → API Keys page that creates an API key, copies the token, downloads the Claude Code skill file, and walks through installing it and the transaction-import use cases. |
The first two card tours are wired as a next-steps chain: after you finish Create more accounts, a small Up next strip on the Getting Started page highlights Add your first transaction (6 tooltip steps on the transaction form — from, to, amount, description, save, then the row in your activity list), and launching from the strip starts that guide directly. The strip retires once the whole chain is done. The chain pair runs for every profile, after the welcome tour.
A separate welcome tour (8 steps, Dashboard overview) auto-starts for first-time users. It is not shown as a card in the Tutorials section — instead, a Watch the welcome tour link in the Getting Started page header replays it from the start at any time. Once you exit the welcome tour — even on its very first step — it will not auto-start again on this browser; the replay link and the other tours remain available.
Tour controls: skipping, exiting and resuming
Every guided tour uses the same controls:
- Next / Done — advance, satisfying the step’s instruction. On the final step, Done completes the tour and marks the card Completed.
- Skip step — move to the next step without doing what it asks (for example, skipping past a field you’d rather not fill). Steps that ask you to actually create or save something (an account, a rule, a transaction, an API key) cannot be skipped — Skip step is not offered on them, so a tour’s “All set” summary is only ever reached by really doing it; the way past such a step is the action itself, or Exit to pause. Skipping never completes the tour otherwise — except on the final step, where the step is just the “All set” summary, so skipping completes it like Done does.
- Back — step backward to re-read or redo the previous step (shown from step 2 onward).
- Exit (the Exit button, or the Esc key) — pause the tour and stay on the page. Your position is saved.
A paused tour turns its card’s Start button into Resume, labeled with the step you stopped at (“step 4 of 7”). Resuming starts at the saved step but does not refill forms you passed through — the coachmark tells you this, and offers Start over to clear the saved position and re-enter at step 1.
Resume positions are stored per browser (device-local) and are never synced across devices — only Completed badges sync with your account. This design keeps tours from steering you into creating duplicate records: financial tours create real accounts and rules as you go, so restarting from step 1 after an interruption would invite duplicates that pollute your balances and reports.
Tip
Checklist
The Dashboard checklist tracks three items:
- ✓ Goal (from the goal onboarding flow)
- ✓ Paycheck (completed via the paycheck quick preset or the recurring-income tour — both mark the same item)
- ✓ First allocation (any non-goal pocket exists)
Dismiss the checklist anytime from the Dashboard. Bring it back later with Show getting started.