First steps: the five-step setup
Create an account, wait for admission, then set up your base currency, first account, categories and first entry.
Create an account
Open app.asienta.app/register and fill in your name, email, a password and the name of your household — the name of your books, which you can change later.
During early access new accounts are admitted by hand. After registering you’ll see Account created and awaiting admission. Sign in again once you’ve been told your account is open.
If someone invited you, open the link they sent: you’ll see Join a household instead and land in their household after signing up.
The five steps
Asienta starts empty on purpose: there is no preset list of accounts and categories, because everyone’s are different. The overview shows a short setup instead:
- Base currency — the currency your net worth and reports are counted in. See Base currency.
- First account and balance — a card, cash or a deposit, with roughly what’s on it now.
- Expense categories — start with four or five big ones, such as Housing, Groceries, Transport, Other. You can split them later.
- Income sources — salary, freelance, interest.
- First entry — record your latest purchase, and your first figures appear.
You can take the steps in any order, or skip the setup with Open the overview anyway. The order above simply means less going back.
Recording from now on
The Record entry button in the header and the N key open the entry panel from any screen. Next: Expenses and income.