Create your first project

A project keeps related documents, data and chat together. Start from Add Project on the Dashboard. Give it a name and choose its kind, or use Auto Detect to choose from the statements you add.

Pick a kind of project

• Banking + Credit Cards — bank and credit-card activity, spending and income.
• Investment — brokerage holdings, transactions and performance.
• Assets / Liabilities — property, other assets and debts entered or linked to your records.
• Retail Purchases — supported retailer order histories, currently Amazon.
• General Documents — personal documents to search, summarize and discuss with AI, including tax and trust documents.

You can create an empty project first. Add statements now (optional) lets you import files during creation instead; otherwise add them later from the project.

Try example data

Banking, investment and retail projects offer example data. Use it to try recipes and chat. These projects are labeled as examples and stay separate from your own records.

Connect projects later

A combined financial view is a workbook, not another statement-import project. After creating your source projects, choose New Workbook to connect them. See Workbooks.

Next step

Add your first source, or explore the example household first.