# Start here

What Righto does, the order of the work, and where things are.

Righto keeps the books of a small business on your Mac. There is no account to make. Your books are in one [encrypted file](https://rightobooks.com/help/business-file.md) that you own.

## The work, in order

1. **Import** your bank and credit card statements (CSV, OFX, QFX, or PDF).
2. **Match or categorize** each transaction. A match links a bank line to something that you already recorded, such as a bill. A category says what the money was for.
3. **Attach** [receipts](https://rightobooks.com/help/attachments-and-records.md) and other documents when you have them. They are optional.
4. **Mark Done** when a transaction is correct.
5. **[Reconcile](https://rightobooks.com/help/reconcile.md)** each account against its statement.
6. **Read reports**: [Profit and Loss](https://rightobooks.com/help/reports.md), Balance Sheet, Cash Flow, General Ledger, and Trial Balance.

You can do this work yourself, give it to your own AI agent, or both. See [Run your books from Claude Code or Codex](https://rightobooks.com/help/agents-claude-code-codex.md).

## Get started

After setup, **Overview** shows a **Get started** list: your next steps, in order, such as sorting your imported transactions and checking your first month. Each step ticks off when it is done. The list stays until you finish it or hide it. In Standard mode, a short tour shows each page first and ends on this list.

## Where things are

- **Overview**: balances, income and expenses, what needs work, and the **Get started** list for a new business.
- **Transactions**: all activity in one list. Import, add, categorize, and [mark Done](https://rightobooks.com/help/done-and-reconciled.md) here. Rules are here too.
- **Accounts**: your bank, card, and cash accounts, and the [chart of accounts](https://rightobooks.com/help/categories-and-accounts.md).
- **Reconcile**: compare each account with its statement.
- **Reports**: the five financial statements, Analytics, and the [year-end package](https://rightobooks.com/help/year-end.md).
- **[Bills](https://rightobooks.com/help/bills-and-receivables.md)**, **Receivables**, and **Contacts**: money that you owe, money that customers owe you, and the people you work with.
- **The Margin**: the panel on the right. It shows the details of what you choose, and what they mean.
- **Settings**: the business, the app, and Agent Access.

Press ⌘K to open the command menu and go anywhere. Press ? to see the keyboard shortcuts.

In Standard mode, Righto uses plain words, such as **Money owed to you** for Receivables, and a **?** beside each one names the accounting term. Advanced mode uses the accounting terms. See [Standard and Advanced mode](https://rightobooks.com/help/standard-and-advanced.md).

## Next

- New to Righto: [Create a business](https://rightobooks.com/help/create-a-business.md). Righto asks how you are starting, and sets up the books from your bank statements.
- Moving from QuickBooks or Xero: choose **Switching from QuickBooks or Xero** when you make the business. See [Switch from QuickBooks or Xero](https://rightobooks.com/help/switching.md).