Getting Started with dreamteam.ai

dreamteam.ai is your all-in-one business finance management platform. Whether you're a small business owner, freelancer, or startup founder, we help you track income, manage expenses, set budgets, and plan for the future.

This guide will walk you through the essential steps to get started and make the most of your financial data.

1. 1

   Create your first account

   Add a bank account, credit card, or cash account to start tracking your money. Go to Accounts → Add Account.

2. 2

   Add some transactions

   Record your income and expenses manually, or import them from a CSV file exported from your bank.

3. 3

   Set up categories

   Use our default business categories or customize them to match your business needs in Customize → Categories.

4. 4

   Create a budget

   Set spending limits for different categories to keep your finances on track. Go to Budgets to get started.

5. 5

   Explore your analytics

   View reports like Profit & Loss, Cash Flow, and Expense breakdowns to understand your financial health.

Your dashboard is your financial command center. Here's what you'll find:

• Summary Cards - Quick view of income, expenses, and net profit for this month and all time
• Recent Transactions - Your latest financial activity at a glance
• Goals Progress - Track your revenue, profit, and exit goals

Here are some important terms you'll encounter:

• Accounts - Your bank accounts, credit cards, or cash reserves
• Transactions - Individual income or expense entries
• Categories - Labels that help you organize and analyze spending
• Budgets - Spending limits you set for specific categories
• Goals - Revenue, profit, or exit targets you're working toward