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FinzyTrack

Quick Start

Starting the App

Section titled “Starting the App”

After installation, launch FinzyTrack and you’ll be greeted with the main dashboard.

Your First Import

Section titled “Your First Import”
  1. Navigate to the Import view from the sidebar
  2. Upload a bank statement (OFX or CSV)
  3. Review and confirm the imported transactions

Exploring the Dashboard

Section titled “Exploring the Dashboard”

The dashboard provides an overview of your finances through customizable widgets. See Dashboards for a tour of the dashboard view, or Dashboard Recipes for details on customization.