Quick Start — Zero to Dashboard in 5 Minutes

This is the fast-track version. For a more detailed walkthrough with screenshots of every step, see the Onboarding guide.

From Zero to Dashboard

1. Install or open the app

   Download Acclo IQ for macOS, Windows, or Linux. Or open the browser version — no install required. Click Get Started on the welcome screen.

2. Create an account

   Go to Settings > Accounts > Add Your First Account. Enter a name (e.g., “Chase Checking”), your bank name, and select the account type. Click Import CSV when done.

3. Import a CSV from your bank

   Select the format profile that matches your bank (auto-detected for major banks). Upload your CSV file. The app previews the transactions, flags duplicates, and shows you what’s new. Click Import to confirm.

   

4. Check your dashboard

   Go to Dashboard. Your spending summary, trend charts, and category breakdowns are ready — the rule engine categorized your transactions automatically.

   

5. Fix anything the engine missed

   Open Transactions, click any miscategorized row, and fix the merchant or category in the detail panel. Click the magic wand to create a rule so it’s automatic next time.

Keep Going

What	Where	Tier
Set monthly spending targets	Budgets	Free
Create rules for missed merchants	Rules Engine	Free
Auto-detect subscriptions	Recurring	Free
Connect your bank for auto-import	Bank Sync	Pro
Sync across devices	Cloud Sync	Pro
Export and back up your data	Backup & Restore	Free