Welcome! This quick-start guide will help you set up your Copiafy account and make the most of your dashboard. Whether you’re managing your own finances, helping a family member, or running a practice with clients, the steps below will walk you through the essentials—fast.

What you can do in the Dashboard

Your dashboard is the control center. From here you can:

• Set financial goals and track progress.

• Add bills & payments and see what’s due next.

• Track income sources and clients.

• Manage consumers (you, a partner, or someone you care for).

• Create and track disputes with guided letter templates.

• Chat with the AI Assistant for step-by-step help.

• View charts or lists (toggle anytime).

• Check plan usage and upgrade when needed.

• See upcoming items on the Calendar widget.

Top-right shortcuts:

• AI Assistant — opens Copiafy’s built-in guide.

• Find a Professional — browse our financial directory.

• Charts/Lists — switch your view style.

First-time setup (10–15 minutes)

1. Open the Start Guide (optional)

• If you see a welcome tour, click through.

• You can reopen it later from Help or the Start Guide modal.

2. Add yourself as a Consumer

• Go to Consumers → Add Consumer.

• A consumer is the person whose finances you’re organizing. Add yourself first; add a partner or family member later if you manage multiple people.

3. Add your income

• Go to Income Sources → Add Income.

• Include salary, freelance payments, benefits—anything predictable. This powers cash-flow charts and planning.

4. Add your bills & payments

• Go to Bills & Payments → Add Bill.

• Enter due dates, amounts, and frequency. The dashboard will total your upcoming dues and visualize what’s next.

5. Set 2–3 priority goals

• Go to Financial Goals → Add Goal.

• Examples: Emergency fund, debt payoff, save for a move.

• Goals show progress bars and can be edited anytime.

6. Check your calendar

• In the sidebar, open the Calendar widget.

• See upcoming bills, key dates, or reminders at a glance.

7. Try the AI Assistant

• Click AI Assistant in the top bar or Quick Actions.

• Ask anything: “Help me build a budget with my current bills,” “How do I start a dispute for a late-payment error?” The assistant will reference your dashboard data where helpful.

Filing your first dispute (when needed)

Copiafy includes guided dispute letter templates. To start:

1. Click File Dispute in Quick Actions.

2. Use the filters: Dispute Type, Recipient Type, Reason, and Attempt # to locate the best-fit template.

3. Select a match to open the guided workflow.

4. Generate your letter and follow the steps to send and track.

Note: If you’re on the Free plan, disputes may be gated until you add a card or upgrade. You’ll see an upgrade banner when limits are reached.

Lists vs. Charts (your view, your choice)

• Lists are best for adding/editing items quickly.

• Charts help you spot trends and plan ahead.
  Use the Charts/Lists toggle in the top bar—or the mobile Welcome card—to switch any time.

Quick Actions you’ll use often

• Set New Goal – create milestones and sub-targets.

• Add Bill – log a payment with due date and recurrence.

• File Dispute – launch the letter finder and start a challenge.

• AI Assistant – open the assistant from anywhere.
  
  

Plan usage & upgrades

Open Account Usage to see your current plan and item counts (goals, consumers, disputes, etc.). If you hit a limit, the Upgrade Plan banner will appear with options. Upgrading unlocks more items and dispute features.

Working with clients (for pros)

If you serve clients, you’ll see Clients and Professional Directory tools in the dashboard:

• Clients — organize and track work by client.

• Find a Professional — refer out or collaborate across specialties.

Tips for momentum

• Start small: Add one income source, three bills, and two goals today.

• Automate progress: Consider automating transfers for goals with deadlines.

• Review weekly: Open the Calendar widget and Bills view to prevent surprises.

• Use the Assistant: Ask for a personalized plan based on your data.

• Keep it tidy: Edit or archive completed goals; mark bills as paid to keep stats clean.

Glossary

• Consumer: The person whose finances you’re managing (you or someone else).

• Goal: A savings or payoff target with progress tracking.

• Bill: A payment with a due date (recurring or one-time).

• Income Source: Any money coming in (salary, side gigs, benefits).

• Dispute: A formal challenge (e.g., credit report error) managed with guided letters.

• Plan Limits: Item caps based on your subscription tier.

Need help? Open the AI Assistant from the top bar or Quick Actions. Revisit the Start Guide for a refresher. Explore the Find a Professional directory if you’d like expert support. You’re all set—add your first items, set a couple of goals, and let Copiafy do the heavy lifting.