Quick Start¶

After installation, here's how to get started:

1. Log In¶

Navigate to http://localhost:8400 and log in with your credentials (or demo/demo for the demo account).

2. Set Up Categories¶

Go to the Categories page and create your spending categories:

• Groceries, Rent, Utilities, Entertainment, Dining Out, Transportation, etc.

3. Import Transactions¶

1. Export a CSV from your bank's website
2. Go to Import → Upload CSV
3. Bamboo Money auto-detects your bank format
4. Review the preview and confirm import
5. Transactions are auto-categorized by any existing rules

4. Create Budgets¶

1. Go to Budgets → New Budget
2. Set amounts for each category
3. Watch progress bars fill as you spend

5. Track Net Worth¶

1. Go to Net Worth → Add Account
2. Enter each account with its balance and group (liquid/investment/retirement/liability/other)
3. Update balances monthly to build history
4. View metrics and charts on the net worth page

6. Explore with the Chatbot¶

Click the chat bubble in the bottom-right corner and ask:

• "What did I spend the most on this month?"
• "Show me my spending trend"
• "Am I on track with my budget?"

7. View Cash Flow¶

Navigate to Cash Flow to see the Sankey diagram showing how income flows through your categories.