Your first week checklist
The three items on the Your first week card on Home, what checks each one off, and how to dismiss the card.
Updated October 30, 2026
The Your first week card sits at the top of Home after you finish or skip setup. A counter on the right shows how many items are done, for example "1 of 3".
The items
The card always shows three items. The first is one of two, depending on whether the current month has a plan.
| Item | Select it to open | Checked when |
|---|---|---|
| Put your plan into this month | Budget, on the current month | Never. It shows while no expense category has a planned amount this month. |
| Look over this month's budget | Budget, on the current month | You have opened the Budget page. Any month counts. It shows once an expense category has a planned amount this month. |
| Add your accounts | Accounts | The budget file has at least one account. A closed or off-budget account counts. |
| Capture your first transactions | Transactions on All accounts, with the Add row open. On a phone, the Add transaction form. If you have no open account yet, only the list opens. | The budget file has at least one transaction. |
An item that is not checked is a link. A checked item shows a green check mark and struck-through text, and is not a link.
A planned amount is any amount other than $0.00 on an expense category that is on-budget and not hidden, in a group that is not hidden. Income categories do not count. To enter amounts, see Set your monthly amounts.
Any transaction counts: one you add by hand, one from a file import and one from a connected bank. A starting balance other than $0.00 counts too, because the app stores it as a transaction. See Add a transaction and Connect a bank.
When the card goes away
- All three items are checked. This needs a planned amount for the current month, because Put your plan into this month is never checked.
- You select the X (Dismiss) at the top right of the card. The card does not come back for this budget file.
- The budget file was created with Skip setup and use standard categories on the Budget files page, or imported from a Good Steward Local export. These files have no setup record, so they never show the card. A file restored from a Good Steward Money backup shows it only if the original file did.