Getting started

Welcome & setup

Create your ledger and find your way around.

1 min readUpdated 22 Sep 2026/help/welcome

Getting set up takes about two minutes.

First-run checklist

  • Confirm your account and set a strong, unique password: see Data & privacy.

  • Run one lookup in Signals so you know what a result looks like before you need it.

  • Record a loan in your Ledger, even a past one, to see how tracking works.

  • Skim the golden rules if you're new to lending online.