Getting Started Guide

Estimated time: 15-20 minutes

Welcome to Trybiut!

This guide will walk you through the essential steps to set up your account and start managing your finances effectively.

1

Create Your Account

Complete the onboarding process to get started

Step-by-Step Instructions

  1. Visit the Trybiut homepage and click Get Started
  2. Choose your preferred sign up method (Google or email)
  3. Fill in your basic information (name, email, password)
  4. Verify your email address by clicking the confirmation link
  5. Complete the initial setup wizard

Pro Tips

  • Use a strong password with at least 8 characters
  • Keep your email address active for important notifications
  • Complete all onboarding steps for the best experience
2

Set Up Your Profile

Configure your personal and company information

Step-by-Step Instructions

  1. Navigate to Settings > Profile in your dashboard
  2. Upload a professional profile picture
  3. Fill in your personal information (name, phone, address)
  4. Add your company details (name, tax ID, industry)
  5. Set your preferred currency and timezone
  6. Configure notification preferences

Pro Tips

  • Use your legal business name for tax purposes
  • Include your tax identification number for compliance
  • Set the correct timezone for accurate reporting
3

Connect Payment Methods

Link your Stripe and PayPal accounts for seamless transactions

Step-by-Step Instructions

  1. Go to Settings > Payment Methods
  2. Click Connect Stripe Account
  3. Follow the Stripe authorization process
  4. Click Connect PayPal Account
  5. Log in to your PayPal account and authorize
  6. Verify both connections are active

Pro Tips

  • Ensure your Stripe account is verified and active
  • Use the same email address for PayPal as your Trybiut account
  • Keep your payment method information up to date
4

Start Tracking Finances

Begin monitoring your income, expenses and financial movements

Step-by-Step Instructions

  1. Navigate to the Finances section in your dashboard
  2. Add your first income entry with category and description
  3. Record your first expense with proper categorization
  4. Set up recurring transactions if applicable
  5. Review your financial dashboard and reports
  6. Configure budget limits and financial goals

Pro Tips

  • Start with your most recent transactions
  • Use consistent categories for better reporting
  • Set up recurring transactions to save time

What's Next?

Finances Management
Invoice Management

Need help with any of these steps?

Contact Support