Getting Started

Welcome to Rillet. This section walks you through the initial setup so you can start managing your finances quickly and effectively. You’ll learn how to create and structure your chart of accounts, connect your bank accounts, configure fields, and personalize your account.

If you’re setting up Rillet for the first time, follow the articles in order. If you just need help with a specific task, you can jump straight to the article that applies.

Before You Begin

To ensure a smooth setup process, check that you have the following ready:

• An active Rillet account

• Admin permissions if you plan to configure accounting or connect bank accounts

• Basic bank information (account names and numbers) if you’ll be connecting banks

What You’ll Find in This Section

This section includes articles that explain how to set up and customize your workspace in Rillet.

Set Up Your Chart of Accounts

Connect your Bank Accounts

Set Up Fields

Edit Your Username

Switch Date Format

Switch Between Light or Dark Mode

Set Up a Bank Account

Best Practices to Structure your Chart of Accounts

Changing Member Roles

Archiving a Member

Add an Account

Launchpad Overview

How to Use This Guide

Consider the following recommendations when navigating this guide:

• If you’re configuring Rillet from scratch, follow the articles in the suggested order.

• If you need to complete a specific task, open that article directly.

• Use search if you don’t see what you’re looking for—many articles include cross-links and practical examples.

Note: If you don’t see an option in the interface, you may not have the required permissions. Ask your admin to assign you the right role.

Tip: Before making structural changes in production (for example, editing the Chart of Accounts), test them in a sandbox or with a subset of data.