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Getting Started

A five-minute setup is enough to get useful numbers out of Cisti. Work through these in order.

  1. Fill in Settings. Currency, date of birth, gross salary. The tax and retirement projections won't work without them.
  2. Add your accounts. Current account, savings, credit cards, investment accounts. Opening balances are whatever's in them right now.
  3. Log a few transactions. Either by hand or by CSV import.
  4. Set up recurring transactions for rent, salary, subscriptions, anything that lands on the same day every month. Cisti uses these for the cash-flow forecast.
  5. Check the Retirement Planner to see when the numbers actually point at financial independence.

You don't have to do everything on day one. Accounts and a few transactions are enough to start. The rest you can layer on as you go.