> ## Documentation Index
> Fetch the complete documentation index at: https://docs.treasury.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up Treasury in under an hour — connect your accounts, organize your spending, and see your whole financial picture.

You can be fully set up in **under an hour** — often much less. This is the fastest path from signup to a complete, organized picture.

**By the end you'll have:** accounts connected, transactions categorized, a budget running, your net worth visible, and the AI ready to answer questions.

## 1. Create an account

Sign in to [Treasury](https://app.treasury.sh/signup) with a **Passkey**, **Google**, or **Apple** — no password to remember.

<Tabs>
  <Tab title="Passkey">
    1. Enter your first name, last name, and email to create your account.
    2. You'll get a confirmation email with a link to verify your address.
    3. Once verified, set up your passkey using your device's built-in authentication (Face ID, Touch ID, or a security key).
    4. You'll be taken to your subscription settings.
  </Tab>

  <Tab title="Google or Apple">
    * Choose **Continue with Google** or **Continue with Apple** and pick the account you'd like to use.
    * Once authorized, you'll be taken to your subscription settings.
  </Tab>
</Tabs>

## 2. Choose a plan

Pick a **Monthly** or **Yearly** subscription to get started. You can change it anytime in [Billing → Manage Subscription](https://app.treasury.sh/settings/subscription).

## 3. Connect your accounts · a few minutes

Head to [Settings → Connections](https://app.treasury.sh/settings/connections) and click **Connect account** to link your banks and cards through **Plaid**. Balances and recent transactions import automatically.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/connections/overview-light.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=3c0dfe3252c9a590d072ba7f66186346" alt="The Connections page with linked institutions" width="2880" height="1800" data-path="images/connections/overview-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/connections/overview-dark.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=ff95e33cbb9cc647befb212462f22934" alt="The Connections page with linked institutions" width="2880" height="1800" data-path="images/connections/overview-dark.png" />
</Frame>

<Tip>
  Coming from another app? [Import your transactions and history](/core/data-import) instead of starting from zero.
</Tip>

## 4. Set up your categories · a minute

Add the [categories](/core/categories) that match how you think about money (the **Default** preset is a one-tap head start). Want to track a trip or project across categories? Add a [tag](/core/tags).

## 5. Clear your transactions · a few minutes

Open [Transactions](https://app.treasury.sh/transactions) to see your activity. Most of it is categorized automatically; clear anything left over in seconds with [**Turbo Review**](/core/turbo-review) — one transaction, one tap, on to the next.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/turbo-review/flow-light.gif?s=e088cc7010b86eaca304f6ed240aab60" alt="Categorizing transactions quickly with Turbo Review" width="1000" height="625" data-path="images/turbo-review/flow-light.gif" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/turbo-review/flow-dark.gif?s=451c01a71a9a4fb7c991355d10524ef9" alt="Categorizing transactions quickly with Turbo Review" width="1000" height="625" data-path="images/turbo-review/flow-dark.gif" />
</Frame>

## 6. Create a budget · 2 minutes

Go to [Budgets](https://app.treasury.sh/budgets) and click **New Budget**. Keep it simple to start: one "Monthly Spending" budget covering your main expense categories. It tracks itself as transactions sync.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/budgets/wizard-details-light.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=0556d2c1a7585c32a0706ae086452002" alt="The New Budget wizard" width="2880" height="1800" data-path="images/budgets/wizard-details-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/budgets/wizard-details-dark.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=830e260520697de7f6944dac5fee16c0" alt="The New Budget wizard" width="2880" height="1800" data-path="images/budgets/wizard-details-dark.png" />
</Frame>

## 7. See your whole picture · instant

Open [Net Worth](https://app.treasury.sh/networth) for the one number that matters most. Add anything that doesn't sync — a home, a car, cash — as a [manual account](/core/manual-accounts) so the number is complete.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/net-worth/overview-light.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=4d032194c42ddaa9c82bd4adfa381809" alt="The Net Worth page with an upward trend and asset breakdown" width="2880" height="1800" data-path="images/net-worth/overview-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/net-worth/overview-dark.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=e0d33c65f8ea25a0b865586ae0755980" alt="The Net Worth page with an upward trend and asset breakdown" width="2880" height="1800" data-path="images/net-worth/overview-dark.png" />
</Frame>

## 8. Ask the AI · seconds

You're set up — now let [Treasury AI](https://app.treasury.sh/ai) do the heavy lifting. Ask it anything: *"How much did I spend on food last month?"*, *"What bills are due this week?"*, *"Which subscriptions should I cancel?"*

## Next steps

That's it — from here, daily use is a 30-second glance and the occasional question. Dig deeper with these:

<CardGroup cols={2}>
  <Card title="Find & cancel subscriptions" icon="scissors" href="/guides/cancel-subscriptions">
    Surface every recurring charge and cut the waste.
  </Card>

  <Card title="See your true net worth" icon="chart-line" href="/guides/true-net-worth">
    Add the assets your bank can't see.
  </Card>

  <Card title="Never miss a bill" icon="bell" href="/guides/never-miss-a-bill">
    Stay ahead of what's due.
  </Card>

  <Card title="Ask Treasury AI" icon="sparkles" href="/core/ai-advisor">
    Your money questions, answered from your real data.
  </Card>
</CardGroup>
