All worksheets accessible from the steps below ↓
The Getting Ahead Guidebook Setup Worksheet — Form 0 of 5
The Onboarding Map your 10,000-ft view of getting started
How to use this map: Print this page, follow the arrows top to bottom, and you'll be set up in under 30 minutes. Each numbered step matches a screen in the app.
🖨 Tap any step to open its worksheet for printing or saving as PDF.
Start Here Print your worksheets & fill them out by hand first
1Income Everything starts here. You can't organize money you haven't named yet.
Add every paycheck, pension, SS check, side gig, dividend.
2Accounts A default account is already there — set it as your Main.
Add any others you actually use (checking, savings, credit cards, watched).
3Recurring Charges The bills that just happen — mortgage, insurance, streaming, cell, subscriptions.
Auto-pulled from a bank account or hit a credit card every month.
💡 Pro tip — grab a CSV from your bank Before you tackle Recurring Charges and Categories, log in to your bank or credit-card site and download the last 1–3 months of transactions as a CSV. It's a free download on almost every bank. You'll use it to spot every recurring charge and every spending category in one pass — no guessing. The app imports CSVs directly and remembers your vendor rules from then on.
4Categories Two flavors — set up both for the cleanest results
Reserve Categories
Cornerstones of the process. For annual / bi-annual surprise bills (property tax, car insurance renewal, holidays).

Skip these and big bills will ambush you.
Spending Categories
Where to prioritize what's left after Recurring Charges and Reserves are funded.

Groceries, gas, dining out, fun money — the stuff you make decisions about.
5Setup Tap to open Setup in your app.
Roam through and turn on what applies — vendor rules, hyperlinks to your bank,
backup preferences, tax planning. Personal polish.
🎉 You're Ready! Head to the Dashboard and start tracking your month.