Getting started

Getting started

Set up ExpenseAutomator and build your first useful overview in a few guided steps.

If this is your first visit, follow the guides in order. You will create an account, verify your email, import transaction history, and review the suggested starting point for your finances.

Step 1Create your accountChoose a plan, register securely, and verify your email address.Step 2Complete account setupImport transactions and work through your personalised setup checklist.

The setup journey

Create and verify your account

Register with email and password or use Google. Email registrations must be verified before setup continues.

Import recent transactions

Add original CSV exports from your bank. ExpenseAutomator detects supported formats and skips duplicate transactions.

Review your starting point

Work through the financial analysis, proposed budgets, recurring activity, and first goal presented during setup.

Open your dashboard

Finish setup to begin using the dashboard, expenses, budgets, reports, goals, and other account features.

What to prepare

Before beginning, have access to the email address you want to use and download one or more recent CSV statements from your financial institution. Use original exports rather than manually rewritten files whenever possible.