Get started
Get value from Ratio in 10 minutes
Create one Space, import one statement, and use the source-backed views that make the next action obvious.
Get value from your first import
For new customers.
Your first ten minutes
- 1Create a Space for the household or business context you want to understand first.
- 2Add the destination account that matches the statement you will import.
- 3Preview one supported CSV, resolve any validation messages, then confirm the import.
- 4Use Dashboard for the operating picture, Ledger for the source record, and Coverage for the next gap to close.
What good looks like
Ratio is designed to earn confidence from statement-backed evidence. Start with one clean account and one recent statement rather than trying to model every part of your finances at once.
Put this into practice
Open the relevant Ratio workflow when you are ready.