Quick Start (5 Minutes)

5-Minute Quick Start

1. Download & Launch

   Download Acclo IQ for your platform, or go to try.accloiq.com for the browser version.

2. Create an Account

   Go to Settings > Accounts > Add Account. Enter a name, select the account type, and pick your bank’s format profile.

3. Export CSV from Your Bank

   Log into your bank’s website and export recent transactions as CSV. Most banks have this under “Download Transactions” or “Export”.

4. Import the CSV

   Go to the Import page, select your account, and upload the CSV file. The rule engine will auto-categorize your transactions.

5. Check Your Dashboard

   Navigate to the Dashboard to see your spending summary, KPI cards, and trend charts. Everything updates in real-time as you import more data.

What to Do Next

• Refine categories — Fix any miscategorized transactions on the Transactions page
• Create rules — Add regex patterns on the Rules page for transactions the engine missed
• Set budgets — Create monthly spending targets on the Budget page
• Connect bank sync — (Pro) Set up SimpleFIN on Settings > Bank Sync for automatic imports
• Enable cloud sync — (Pro) Back up and sync across devices via Settings > Cloud Backup