Finance Setup Guide

Set up your finances and start tracking income and expenses

Introduction

This guide sets up your finances step by step: bank accounts, your first payments, standing orders, and moving money between accounts. At the end you'll know where all your numbers live.

Best Practices

Record transactions as they happen for better accuracy
Use consistent tags to make analysis easier
Set up all regular payments as standing orders
Book money moves between your own accounts as transfers, never as income and expense
Review your finances weekly or monthly

Next Steps

Now that your finances are set up:

Use finance projects to track client projects or savings goals
Bill tracked work hours in the Work module — payouts land here automatically
Read the Work guide to connect time tracking with your finances

Self-Engine

The productivity engine built around you — time tracking, finances, calendar, and habits, all in one place.

Finance Setup Guide

Introduction

Best Practices

Next Steps

Self-Engine

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