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.

  1. 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.
  2. Set your targets. Add a monthly budget or target, so every figure is measured against what you are aiming for.
  3. Ask the Nerd a question. Try how last week compared with the one before.
  4. Look at your first Monday Morning Pack. It arrives by email every Monday and every one is kept in Monday Packs.
  5. Turn on two-step login in Settings, so a stolen password is not enough to get in.

Still stuck? Give us a call or browse all help.