What to check first
The dashboard opens after setup is complete. Before creating budgets and plans, check that the first accounts and transactions are correct.
- Account currencies match the bank accounts.
- Income and expenses have the correct signs.
- The imported period has the expected dates.
- Transfers are recorded as transfers.
- Transactions that need categories are visible.
Example. If a card payment appears as income, correct or repeat the import before creating a budget. Otherwise every total based on that transaction will also be wrong.
If the workspace is empty
Create one wallet or account. Then add a manual transaction or import a statement. An empty start is valid and does not block the rest of Tetri.
Dashboard prompts
The dashboard can suggest a first wallet, category cleanup, a budget or a subscription. These are reminders. Closing a prompt does not disable the feature.
Continue to planning
Add one recurring income or payment with a real date. Create one budget for a category that matters this month. Then open Planning and check the lowest expected balance.