First steps on Pledger.io

Creating your user to login

Mon, 01 Jan 0001 00:00:00 +0000

After installing Pledger.io, you will need to create a user to login. This user will be the first user of the application and will allow you to login and start using the application.

Open your browser and navigate to the URL where you installed Pledger.io. You will be redirected to the login page.

The login page

On this login page click on the “register a new account” link. This will open the registration dialog in which you can create your user.

Creating your first account and transactions

Mon, 01 Jan 0001 00:00:00 +0000

Once you have your account set up, you can start creating accounts and transactions. This section will guide you through the process of creating your first account and transaction.

Setting up your first accounts

To get started, you need to create accounts to track your finances. You can create accounts for your bank, credit card, and cash transactions.

Creating and categorizing transactions

Mon, 01 Jan 0001 00:00:00 +0000

Recording transactions into Pledger.io is the first step in managing your finances. They are the records of money coming in and going out of your accounts. Transactions can be categorized to help you understand where your money is going and where it is coming from.

This guide will show you how to create and categorize transactions in Pledger.io. The guide will not go into how to budget, but will show you how to categorize transactions using categories and tags. Budgeting is covered in another guide.