> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kualia.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Quickstart
> Get up and running with Kualia in minutes
## 1. Create Your Account
Sign up using your email (via one-time passcode) or Google account. Authentication is handled securely through Clerk.
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## 2. Create a Workspace
After signing up, you'll create your first **workspace**. A workspace is your budgeting environment that holds all your accounts, categories, and transactions.
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## 3. Set Up Your Categories
Kualia creates some default category groups for you. Customize them to match how you spend:
* **Category Groups** organize related categories (e.g., "Housing", "Food", "Transportation")
* **Categories** are your individual envelopes (e.g., "Rent", "Groceries", "Gas")
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## 4. Add Your Accounts
Add your financial accounts to track balances:
* **Checking & Savings** - your everyday bank accounts
* **Credit Cards** - track spending and payments
* **Cash** - for physical cash tracking
* **Investments** - 401k, IRA, brokerage accounts
* **Loans** - mortgage, auto, student loans
You can add accounts manually or [connect your bank](/features/bank-connections) for automatic imports.
## 5. Set Your Monthly Income
Tell Kualia how much you expect to earn each month. This helps with budgeting guidance and target recommendations.
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## 6. Assign Your Money
Head to the budget view and start [assigning money](/features/assigning-money) to your categories. The goal is to give every dollar a job.
## Next Steps
Understand the methodology behind Kualia.
Automate your category funding goals.
Import transactions automatically.
Schedule upcoming bills, income, and transfers.