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Getting Started with Guldza: Your Guide to Smarter Finance Management

Learn how to set up your Guldza account and start tracking your finances with AI-powered insights in minutes.

Getting Started
Guide
Tutorial
GT

Guldza Team

Product Team

Welcome to Guldza! This guide will walk you through the essential steps to get started with your new personal finance management platform.

Why Guldza?

Managing your finances doesn't have to be complicated. Guldza combines powerful AI technology with an intuitive interface to help you:

  • Track all your accounts in one place
  • Understand your spending patterns
  • Set and achieve your financial goals
  • Make smarter money decisions

Step 1: Create Your Account

Getting started is easy. Simply sign up with your email address or use one of our social login options. Your data is protected with industry-standard encryption from day one.

Step 2: Add Your Accounts

Guldza supports multiple account types:

  1. Bank Accounts - Connect your checking and savings accounts
  2. Credit Cards - Track utilization and payment due dates
  3. Investment Accounts - Monitor your portfolio growth
  4. Cash - Don't forget to track your physical wallet

Step 3: Start Tracking

Once your accounts are set up, Guldza automatically categorizes your transactions. You can also use our AI Screenshot feature to quickly add transactions from your banking app screenshots.

Pro tip: Set up a budget for your most common spending categories to get alerts when you're approaching your limits.

What's Next?

Explore our features:

  • Budgets - Create spending limits by category
  • Goals - Save for what matters most
  • Reports - Visualize your financial health
  • AI Insights - Get personalized recommendations

Have questions? Visit our help center or reach out to our support team. We're here to help you achieve your financial goals!