Get Started

Tablewealth works best when you set it up around the outcome you want, not around every account you own. Start with one workflow, make sure the data looks right, then expand.

Create your workspace

After signing in, create or join an organization. The organization is the workspace boundary for financial accounts, transactions, holdings, spreadsheet sync targets, API keys, members, billing, and settings.

If you are setting up Tablewealth for yourself or a household, create one organization for the people who should share the same financial view. If you are testing separate workflows, use separate organizations so accounts, spreadsheets, API keys, and member access do not mix.

Learn the main navigation

The main product areas are:

• Home: overview cards for net worth, assets, debts, cash, spending, and source freshness.
• Transactions: transaction review, filtering, category edits, ignored records, tags, and categorization rules.
• Holdings: investment positions across synced or manually tracked investment accounts.
• Accounts: account records, connection health, balances, source details, manual accounts, and account-level settings.
• Spreadsheet sync: Google Sheets and Microsoft 365 Excel workbook sync targets.
• Settings: financial connections, account security, organization members, categories, tags, billing, API usage, developers, and support-related controls.

Choose your first workflow

Pick the workflow you want to trust first:

• Net worth: add core bank, brokerage, loan, real estate, and other manual asset or liability accounts.
• Spending review: add checking and credit accounts where daily transactions happen.
• Investment review: add brokerage, retirement, crypto, private equity, or imported investment records.
• Spreadsheet workflow: connect the sources your model needs, then create a Google Sheets or Microsoft 365 workbook sync.
• AI or custom dashboard workflow: start with a clean account and transaction set before asking AI to summarize or build on top of the data.

You can add more sources later. A small, correct workspace is more useful than a large one full of duplicates and stale records.

Add your first source

Use the account flow from Accounts or the Add account button:

• Connect an institution when you want provider-backed account, balance, holding, or transaction sync.
• Add a manual account when the value does not come from a provider, such as real estate, private equity, a collectible, a vehicle, cash, debt, or a manually tracked investment.
• Import data when a supported import flow is available for an offline or historical source.
• Use spreadsheet sync when your working model should live in Google Sheets or Microsoft Excel.

For provider-backed sources, Tablewealth stores the canonical account and keeps connection metadata separately. That separation matters because the same workspace can include connected accounts, manual records, imports, and spreadsheet-backed workflows without pretending they all came from the same provider.

Review the first sync

After the first source is added, review the data before building reports or sharing exports.

Check:

• Account names and institution names.
• Whether balances are current.
• Whether accounts that should affect net worth are included.
• Whether accounts that should appear in transactions are included.
• Whether investment holdings have reasonable symbols, quantities, prices, and market values.
• Whether recent transactions have the expected dates, merchants, amounts, and categories.
• Whether transfers are separated from spending and income.

If something looks wrong, avoid fixing the dashboard first. Go back to the source record: account, connection, import, spreadsheet mapping, or manual entry.

Invite collaborators carefully

Invite only the people who need access to the workspace. Members can see sensitive financial data, so decide whether each person needs to manage sources, edit categories, create spreadsheets, use API keys, review dashboards, or only help with a narrow workflow.

Review members from Settings > Organization > Members. Remove people who no longer need access.

Create your first spreadsheet

If your first workflow is spreadsheet-based, go to Spreadsheet sync after your financial sources are connected.

Google Sheets and Microsoft 365 Excel workbook sync are supported from the product. Local Excel sync is also supported, but it is not self-serve. Email help@tablewealth.com to get access.

Google Sheets and Microsoft 365 syncs do not count against API usage. Local Excel sync usage counts against API usage.

What to do next

After setup, continue with:

• Accounts and connections to understand sources, account health, manual records, and duplicates.
• Transactions if you care about spending, income, transfers, and categories.
• Imports and spreadsheets if your workflow should end in Google Sheets, Microsoft 365, or local Excel.
• Data hygiene before relying on dashboards, exports, or monthly reports.