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Trakli Docs

Quick Start

This walks you through your first few minutes with Trakli, from sign-up to your first agent conversation.

1. Create an account

Section titled “1. Create an account”

Open the web dashboard and register with an email and password. Registration returns an authenticated session; on the API this is a bearer token you use for every later request. See Authentication for the token flow.

2. Add a wallet

Section titled “2. Add a wallet”

A wallet is where money lives: a bank account, cash, a credit card, or a mobile money account. Create one with a name, a currency, and a type. Everything you record later belongs to a wallet.

3. Record a transaction

Section titled “3. Record a transaction”

A transaction is income or an expense. At minimum it needs an amount, a type (income or expense), and a wallet. You can attach a party (who you paid or were paid by), a group, and one or more categories.

You can do this from the dashboard, or let the agent do it for you.

4. Try the agent

Section titled “4. Try the agent”

Open the chat and ask it something about your money. For example:

How much did I spend this month?

The agent reads your transactions through a read-only tool and answers with real numbers from your own data. Then try asking it to record something:

Add a 12.50 coffee expense to my cash wallet.

If writes are enabled on your instance, the agent creates the transaction, scoped to your account, and confirms what it did. If writes are not enabled, it tells you it cannot make changes. See Permissions and safety for why.

5. Seed default categories (optional)

Section titled “5. Seed default categories (optional)”

If you want a starting set of common categories, Trakli can seed defaults for you so you are not building the list from scratch. After that, add, rename, or delete categories to match how you think about your spending.

Next steps

Section titled “Next steps”