Start page
The start page is usually shown immediately after login. It contains shortcuts to
- Open an existing file.
- Import a CSV file from a bank or broker.
- Load demo data.
- Create a new account.
- Add a new security.
If there are several accounts, it is recommended to add all accounts first. Then any imported transactions can be connected to the correct account.
Load demo
Section titled “Load demo”This feature is intended to quickly give an overview of how the application looks and works. It adds a number of securities and events so the different views can be opened and explored.
Demo data can be added, deleted, and edited, but it is not possible to save in this mode.