By the time you've reached this article, you've signed up, set your display currency and weight unit, taken a tour of the dashboard, and recorded at least one transaction. The hard part is over.
The next 30 to 60 minutes are about turning the app from a working demo into your actual ledger — populating it with enough of your real stack that the numbers start telling you something useful.
This article is a short, opinionated checklist of what to do next, in roughly the order most users find natural. Skip whichever steps don't apply.
A short checklist
Record five to ten more purchases. One transaction shows you the form works. Ten makes the dashboard, holdings, and analytics pages start to look like your collection. See Recording your first transaction if you want a refresher on the form.
Try a multi-line transaction. Many real-world orders include more than one item. The next time you record an order from a dealer, add every line on the same transaction rather than creating a separate entry per coin. See Buying multiple products in one transaction.
Backfill a historical purchase. Pick the oldest invoice you have a record of and enter it with the correct purchase date and historical spot. This is what turns the ledger from a "today onward" tool into a complete record of your stack.
Explore the Holdings page in all three views. Grouped is the default; the item view shows every piece as its own row; the card view lays them out like a display case. Each one is useful for a different question. See The Holdings page: grouped, item, and card views.
Spend a few minutes in Analytics. Once you have ten or so entries, the allocation-by-metal pie and the performance chart start to mean something. See The Analytics page at a glance.
Add labels to a few specific pieces. Nicknames, user refs (serial numbers, storage locations), and user-date annotations (mint years) give you searchable hooks that the catalog data alone doesn't provide. See Adding a nickname to a specific item.
Set up any custom products you need. If you own anything the built-in catalog doesn't list — a bespoke bar, a regional coin, a non-US fractional silver — add it as a custom product so it's available next time you record a transaction. See Creating a custom product.
Decide whether you need a second portfolio. Most users stick with one. If you keep your own holdings separate from a household, trust, or estate account, create a second portfolio now rather than untangling later. See Creating a new portfolio.
The slower, longer-running work
A few habits that pay off over months, not the first session:
Record every new purchase as it happens. The single biggest reason ledgers go stale is letting a few weeks of buying pile up "to be entered later." A new transaction takes under a minute. Doing it the day of the purchase is the difference between a complete ledger and a partial one.
Record sales when they happen, too. Selling is the other side of the ledger, and a sale you forget to record means the item still shows as held — which throws off your total value, your cost basis, and (for Premium users) your annual report. See How to record a sale.
Export your data every so often. A CSV export gives you a portable copy of your transactions and your holdings, useful for accounting, archiving, or simple peace of mind. See Exporting your transactions as CSV and Exporting your holdings as CSV.
Revisit your plan as your stack grows. The Starter tier caps at 30 inventory items and 10 transactions — a few months of regular buying will pass that. Pro is the typical step up. Premium adds the annual report and bulk CSV upload. See The three plans compared: Starter, Pro, Premium.
Things to know once your ledger is real
A few features that don't matter on day one but become useful once you've got more data in the app:
The Annual Report: Autofills sales, cost basis, and short-term/long-term gains from your recorded sell transactions. Useful at US tax time. See Generating your Annual Report.
Bulk CSV upload: If you have dozens or hundreds of historical purchases to enter, the bulk upload is faster than the manual form. See Bulk upload overview.
The catalog page: A browsable view of every product in the built-in catalog, plus any custom products you've added. Handy when you're not sure whether a particular coin is already in the catalog. See The built-in catalog: what's included.
When you need help
The Help Center is searchable from the icon in the top-right of every page, and it's organized by collection so you can also browse if you're not sure what to search for.
If an article doesn't answer your question, contact support from the same menu. Premium users get priority response times.
The most common landing spots after this article are:
Recording your first transaction: Revisit if you want the field-by-field walkthrough.
The Holdings page: grouped, item, and card views: The next page you'll likely spend the most time on.
The Analytics page at a glance: For when the dashboard's headline numbers aren't enough.
The three plans compared: Starter, Pro, Premium: If your trial is winding down and you're deciding on a plan.