Quick Start — Zero to Dashboard in 5 Minutes

This is the fast-track version. For a more detailed walkthrough with screenshots of every step, see the Onboarding guide.

From Zero to Dashboard

1. Install or open the app

   Download Acclo IQ for macOS, Windows, or Linux. Or open the browser version — no install required. Click Get Started on the welcome screen.

2. Create an account

   Go to Settings > Accounts > Add Your First Account. Enter a name (e.g., "Chase Checking"), your bank name, and select the account type. Click Import CSV when done.

3. Import a CSV from your bank

   Select the format profile that matches your bank — auto-detected for major banks. If yours isn't listed, click Create a new format profile and upload a sample CSV so the app can detect the columns. Then upload your full CSV. The app previews the transactions, flags duplicates, and shows you what's new. Click Import N Transactions to confirm.

   

4. Check your dashboard

   Go to Dashboard. Your spending summary, trend charts, and category breakdowns are ready — the rule engine categorized your transactions automatically.

   

5. Fix anything the engine missed

   Open Transactions, click any miscategorized row, and fix the merchant or category in the detail panel. Click the magic wand to create a rule so it's automatic next time.

Keep Going

| What | Where | Tier | | --------------------------------- | ------------------------------------------ | ---- | | Set monthly spending targets | Budgets | Free | | Create rules for missed merchants | Rules Engine | Free | | Auto-detect subscriptions | Recurring | Free | | Connect your bank for auto-import | Bank Sync | Free | | Sync across devices | Cloud Sync | Pro | | Export and back up your data | Backup & Restore | Free |