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Step-by-step guides and plain answers for everything you do in Righto.

Topics

Your first week

  1. Create your businessTell Righto about your business, drop your statements, and check the opening balances.
  2. Import your statementsBring in CSV, OFX, QFX, or PDF files from your bank and cards, and check the rows.
  3. Categorize and mark DoneMatch each line to a bill or category, split it if needed, attach receipts, and mark it Done.
  4. Reconcile each accountCompare the account with its statement until the difference is zero.
  5. Read your reportsProfit and Loss, Balance Sheet, and Cash Flow, ready for your accountant.