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First Setup

Reckoner currently comes as a blank slate. To make it useful, there are a number of items which need to be setup. At a minimum, an organization and account needs to be created.

User Settings to Modify

In the options page, navigate to the currencies section and optionally choose a currency as the default currency. Setting a default currency will make it easier to create accounts and transactions of that currency. It will be used as the currency when creating new accounts and category budgets.

Accounts

In order to create transactions, you will need at least one organization and one account under that organization.

  1. Navigate to the accounts page.
  2. Click the "+" button to add an organization.
  3. Provide a name for the organization. This can be an institution like a bank or a wallet, physical or otherwise.
  4. Save the organization.
  5. Click the "+ Add Account" button on the organization.
  6. Give the account a name and optionally change other account settings.