Skip setup or start it again

You can leave setup at any step and keep working with the standard categories. You can also reopen setup later on a budget file that has no transactions.

Skip setup

On any setup page, select Skip setup for now at the top right. On the welcome page you can also select Done this before? Start me with the standard setup.

Good Steward closes setup without asking you to confirm and opens Home. If your account has no plan yet, Billing opens instead. After you skip:

• If setup has not created categories yet, Good Steward creates the standard categories and ignores any draft you were editing. Categories that setup already created stay as they are. For the standard categories, see Setup paths and life templates.
• No amounts are planned. The Budget page says, for example, "Nothing is planned for October yet." See Plan an empty month.
• The Your first week card on Home starts with Put your plan into this month. See Your first week checklist. A new budget file created with Skip setup and use standard categories never shows this card.
• The Budget page opens in Category view, unless you chose Keep it simple or the Too much? link before you skipped.

Restart setup

You can restart setup only on a budget file with no transactions. An account created with a starting balance other than $0.00 counts, because the app saves the starting balance as a transaction.

1. Select the budget switcher at the top of the sidebar, then choose Manage budget files. On a phone, select the More tab, then select Switch in the Current budget file card. The Budget files page opens.
2. Find the budget file and select Restart setup.
3. Read the message. When you later confirm a new category structure, the file's current categories and the plan amounts on them are replaced. Nothing changes before that.
4. Select Yes, restart setup. To stop, select Cancel.

The budget file becomes the active file and the welcome page opens with your earlier answers, choices and plan numbers filled in. Continue from Set up your first budget.

If a budget file has any transactions, Restart setup is not shown. Change its categories on the Categories page instead. See Manage categories and groups.

To start a new budget file with the full setup, see Work with more than one budget file.