What should I do after signing up?

1. Connect at least one bank or credit card from Accounts so your balances and transactions appear in one place.

2. Open Transactions and skim recent activity — confirm merchants and categories look right.

3. Visit Budgets to set spending limits for the categories that matter most to you.

4. Review Security & Privacy settings (password, MFA) under Settings so your account stays locked down.

You can explore at your own pace; nothing requires linking every account on day one.