Your first week with Coinpath, day by day
A short plan that gets you from empty account to a budget you trust, without setting aside a whole weekend.
Onboarding fails when it asks for two hours up front. This plan asks for fifteen minutes a day for five days.
Day 1 — Add accounts
Add or connect the accounts that hold most of your money. Balances matter more than history on day one.
Day 2 — Import a month
Import last month's statements and let real spending define your categories instead of a template.
Day 3 — Fund the fixed costs
Housing, utilities, insurance, minimum payments. Anything left after these is genuinely discretionary.
Day 4 — Clear the review inbox
Confirm the transactions Coinpath flagged. Each confirmation improves future categorization.
Day 5 — Invite your household
Add your partner, label ownership, and set the weekly twenty-minute review on the calendar. That recurring review is what makes the first four days stick.
Ready to try Coinpath?
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