Your first day
From the welcome email to your hub, to your workbook, to the Start Here and Setup screens. Nothing to install, nothing to work out alone.
Your workbook may look different. If there is no brown band of buttons along the top, use the Money Mastery menu in the menu bar above your workbook. The names are a little different there: Categorize is Categorize Transactions, Reports is Clarity AI & Reports, Dashboard is Open Dashboard, and Start Here is Getting Started.
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Welcome to Money Mastery. Today is your first day, and we do it together: from the welcome email to your hub, to your workbook, to the first screen you will ever fill in. Nothing to install, nothing to figure out alone.
Open the welcome email. It has one button, open your hub. Click it. Your browser opens the site's sign-in page.
Type the email you joined with. If you have not set a password yet, click the link that says set a password, and the site emails you a link; click it, type a password twice, and you are back here. This is the only password you will ever need on the site.
Your hub opens. Down the left side is a list, and the first item is Start Here. Click it.
Start Here is a short checklist for your first week. Each line is one thing to do, in order, and it ticks itself as you go. The first line says open your workbook.
Click Your Money Mastery in the list on the left. Your workbooks are listed by name, the personal one and, if you have a business, the business one. Click the personal one.
The workbook opens in a new browser tab. It is a Google Sheet made for you, and only you and Donna's team can see it. Along the top is a row of buttons on a brown band. Along the bottom are the tabs. Click the Start Here button on the brown band.
A screen called Let's Open Money Mastery opens in another tab. Under Confirm Access, type the email you joined with and the registration code from your welcome email, the one that starts with M M, and click Continue. Then Create Your PIN: type at least four characters you will remember, and click Create PIN. The screen says You're Ready; click Open Money Mastery. Because it is your first time, it opens Setup.
Setup is three short steps. The first is a welcome that explains that each account tab in your workbook holds one bank account or card. Click Continue. The second is Name your accounts: click the box, type the name of your first account, Chase Checking, type what it held on the first of January, and click Add this account. Do the same for each checking, savings and card you use. The names go onto the tabs in your workbook, so every screen calls them what you do. Click Continue.
The third step is a short tour, Where things are: Dashboard, Categorize, Upload,.
Go back to the hub tab in your browser. Start Here has ticked off the first line and is pointing at the next one: bring in your first statement. That is the next video. One habit to start today: keep the hub open in one tab and the workbook in another. Everything you do lives in those two places.
Everything you need is in the hub. If you ever feel lost, go back to the hub and start from Start Here. It knows what you have done and what is next.
Setup is never a one-time door. The Dashboard screen and the HELP screen both carry a link back to it, so a new card next year gets its tab the same way, in a minute.
Hub, workbook, Start Here, Setup. That is day one. Tomorrow you bring in your first statement. See you then.
Welcome to Money Mastery. Today is your first day, and we do it together: from the welcome email to your hub, to your workbook, to the first screen you will ever fill in. Nothing to install, nothing to figure out alone.
Step by step
-
Open the welcome emailIt has one button, open your hub. Click it. Your browser opens the site's sign-in page.
-
Type the email you joined withIf you have not set a password yet, click the link that says set a password, and the site emails you a link; click it, type a password twice, and you are back here. This is the only password you will ever need on the site.
-
Your hub opensDown the left side is a list, and the first item is Start Here. Click it.
-
Start Here is a short checklist for your first weekEach line is one thing to do, in order, and it ticks itself as you go. The first line says open your workbook.
-
Click Your Money Mastery in the list on the leftYour workbooks are listed by name, the personal one and, if you have a business, the business one. Click the personal one.
-
The workbook opens in a new browser tabIt is a Google Sheet made for you, and only you and Donna's team can see it. Along the top is a row of buttons on a brown band. Along the bottom are the tabs. Click the Start Here button on the brown band.
-
A screen called Let's Open Money Mastery opens in another tabUnder Confirm Access, type the email you joined with and the registration code from your welcome email, the one that starts with M M, and click Continue. Then Create Your PIN: type at least four characters you will remember, and click Create PIN. The screen says You're Ready; click Open Money Mastery. Because it is your first time, it opens Setup.
-
Setup is three short stepsThe first is a welcome that explains that each account tab in your workbook holds one bank account or card. Click Continue. The second is Name your accounts: click the box, type the name of your first account, Chase Checking, type what it held on the first of January, and click Add this account. Do the same for each checking, savings and card you use. The names go onto the tabs in your workbook, so every screen calls them what you do. Click Continue.
-
The third step is a short tour, Where things are: Dashboard, Categorize, Upload,
-
Go back to the hub tab in your browserStart Here has ticked off the first line and is pointing at the next one: bring in your first statement. That is the next video. One habit to start today: keep the hub open in one tab and the workbook in another. Everything you do lives in those two places.