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Your first account

Getting started with finzu follows the same shape every time, whether it’s your first account or your fifth:

  1. Add an account — one bank account or card. This is the container its Ledger will live in.
  2. Import a statement — bring in a PDF, CSV, or Excel file from your bank. Finzu turns it into ordered Transactions in that account’s Ledger.
  3. Review — finzu checks that the balances add up and flags anything that doesn’t, so you look at the handful of rows that need eyes instead of the whole statement.
  4. Organize — categorize and tag transactions so the picture of where your money goes starts to take shape.

Repeat the import step each time a new statement arrives, and repeat the whole flow for every account you want in one trustworthy place.

Why this order

Review comes before organize on purpose. A category is only meaningful if the transaction underneath it is real and correctly placed — so finzu confirms the Ledger is trustworthy first, then lets you make sense of it.

Next: where all of this data actually lives.