Getting-started

First steps

Create your user, set up accounts, and categorize transactions.

Follow these tutorials in order after you have installed Pledger.io.

Create User Tutorial ThumbnailIllustration for creating your first user account and logging in.RegisterCreate your user and sign in

Creating your user to login

Create your first user and start setting up your account.

First Account Tutorial ThumbnailIllustration for creating accounts and recording first transactions.Add account$SaveCreate accounts and transactions

Creating your first account and transactions

Setting up your first bank accounts and recording your first transactions in Pledger.io.

Categorizing Transactions Tutorial ThumbnailIllustration for categorizing transactions with categories and tags.CategoryTagBudgetCategorize with budgets, categories, and tags

Creating and categorizing transactions

Organizing your transactions with budgets and categories.

Last modified on July 4, 2026 Edit this page on GitHub