# Setting up

> The first-run steps, the getting-started checklist, and what is genuinely optional. Most of it is, and skipping is a real option rather than a nudge.

After [creating your account](/getting-started/creating-your-account) there is a short setup, then a
checklist that keeps track of what is left.

## The setup steps

Three short steps: your **name**, your **phone number**, and your **preferences**, meaning language
and light or dark theme.

**All of it is optional**, and each step has a Skip. Nothing here gates the app, and none of it is
needed before connecting an account. A display name changes how Gylder addresses you; a phone number
is contact detail, not verification.

You can change any of it later under Settings.

## The getting-started checklist

Afterwards, a checklist tracks the things that actually make Gylder useful:

- Connect your first bank account
- Connect an investment or crypto account
- See your net worth
- Take the dashboard tour

It shows your progress and disappears when complete.

**You can dismiss it early.** Doing so warns you that not everything is connected and tells you it
can be restored from Settings, which is worth knowing: dismissing is reversible.

Bank connections are not available yet, so that item cannot be completed until they open. Do not
read an incomplete checklist as something you got wrong.

## The order that works

Connect an account before anything else. Gylder is empty until then, and every screen is more
comprehensible with real numbers in it.

Depending on what you hold, that is
[importing a DeGiro CSV](/guides/importing-a-degiro-csv),
[connecting a crypto exchange](/guides/connecting-a-crypto-exchange),
[adding something by hand](/guides/adding-a-manual-asset), or
[adding a property](/guides/adding-a-property).

Then [read your dashboard](/getting-started/reading-your-dashboard), which explains what appeared.

Filters and tags can wait. They are worth setting up once you have enough holdings to want slicing,
not before.

## The tour

The dashboard tour walks through what each part of the dashboard is showing. It can be replayed at
any time from Settings, so dismissing it costs nothing.

## Your trial

New accounts start on a 14-day trial with full Pro access. You are not charged during it and can
cancel any time before it ends. See [plans and what changes](/guides/plans-and-what-changes) for
what happens afterwards, and what read-only means.