Getting started
Your first week
The five things worth doing first, in the order that pays off fastest.
You do not need to do everything at once. A new company sees a Getting started list at the top of the Overview, and each item ticks itself off when you have done it. Here is what is on it and why.
- Connect your numbers. Upload a spreadsheet or link a Google Sheet in Your data. Until you do, there is nothing for the Nerd to work with.
- Set your targets. Add a monthly budget or target, so every figure is measured against what you are aiming for.
- Ask the Nerd a question. Try how last week compared with the one before.
- Look at your first Monday Morning Pack. It arrives by email every Monday and every one is kept in Monday Packs.
- Turn on two-step login in Settings, so a stolen password is not enough to get in.
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