Complete User Guide: Setup, Uploads, Dashboards, and Best Practices

This guide helps you get the most from Monetrails, from first setup to advanced review workflows.

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What this guide covers

• How to set up your accounts correctly
• How statement uploads and approvals work
• How to use transactions and categorisation
• How to read financial health and investment dashboards
• Best practices for clean, reliable data

Quick Start

1. Add all accounts across countries and asset classes.
2. Upload statements and review imported rows.
3. Approve uploads after reconciliation checks.
4. Review Transactions, Financial Health, and Investments monthly.

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