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    Getting started

    Set up your space, connect your first account and understand what you see when you sign in.

    Where should I start in Rank?Follow a short path from a new account to a useful view of your finances.How do I create my account and verify my email?Complete registration with an email and password or with the Google sign-in available in the app.What does Rank ask during initial setup?Learn which decisions prepare your space before you reach the Dashboard.How do I connect my first bank account?Select your institution, authorize the connection and wait for Rank to load your information.What does the Dashboard show?Use the app home screen to review balances, transactions and important signals.Can I start without connecting a bank?Yes. Add a manual account to record assets, investments or debts yourself.

    Other categories

    • Accounts and connections
    • Transactions and organization
    • Budgeting and planning
    • Goals, debt and recurring charges
    • Investments, reports and GAIA
    • Your account and access

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