Where should I start in Rank?
Follow a short path from a new account to a useful view of your finances.
Guide based on the current Rank beta
Rank brings your accounts, transactions, budget, goals, investments and reports together. You do not need to set up everything on your first day—start with the information you use most.
How to do it
- 1Complete the initial questions so Rank can prepare your space.
- 2Connect a bank account or add a manual account.
- 3Review your transactions and correct any categories that do not match.
- 4Assign a budget to your main expenses.
- 5Create a goal or review recurring charges once you have transactions.
Keep in mind
- The Dashboard summarizes what matters most and becomes more useful as you add information.
- You can return to Accounts, Budget, Goals or Reports later from the main navigation.
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