Getting started

ExpenseAutomator helps you bring day-to-day financial activity into one place. This guide introduces the core workflow without requiring any accounting experience.

Create your account

Open ExpenseAutomator and follow the sign-up process. Complete the activation steps shown after signing in.

Add financial activity

Start by importing transactions from a supported CSV statement. Review the imported entries before using them in reports or budgets.

See Importing transactions for the prototype import workflow.

Organize transactions

Assign categories and tags to make spending easier to understand. For merchants you see regularly, automatic categorization can reduce repeated work.

Create a budget

Create budgets for the categories you want to monitor. ExpenseAutomator compares the relevant spending with each budget so you can see progress during the period.

Next steps

• Learn about budgets.
• Configure automatic categorization.
• Review the frequently asked questions.