Getting Started with WhatsCash AI
Welcome to WhatsCash AI! This comprehensive guide will help you set up your account and start managing your finances with AI-powered automation.
Quick Setup: Get up and running in just 5 minutes with our streamlined onboarding process.
Choose Your Preferred Method
WhatsCash AI offers two convenient ways to get started:
Sign up through our web interface - perfect for comprehensive setup and management
🌐Web ApplicationStart directly through WhatsApp - ideal for mobile-first users
💬WhatsApp BotComplete Setup Process
Step 1: Create Your Account
Choose between web signup or WhatsApp registration. Both methods create the same powerful account with full access to all features.
Web Signup: Visit whatscash.ai and click “Sign Up” WhatsApp: Start a conversation with our bot and follow the registration prompts
Step 2: Verify Your Email
Check your email for a verification link. This step ensures account security and enables important notifications.
Step 3: Connect Your First Bank Account
Add your primary bank account to start tracking transactions:
- Choose your account type (Checking, Savings, Credit, etc.)
- Set your preferred currency
- Enter your starting balance
Step 4: Set Up WhatsApp Integration (Optional)
Link your WhatsApp number to unlock mobile transaction management:
- Send your phone number for verification
- Receive a verification code
- Start using voice commands and photo receipts
Step 5: Explore Key Features
Take a tour of essential features:
- Add your first transaction
- Try AI-powered categorization
- Set up basic budgets
- Explore the dashboard
Quick Start Checklist
Use this checklist to ensure you’ve completed the essential setup:
- Account Created - Email verified and logged in
- Bank Account Added - At least one account connected
- First Transaction - Test the transaction system
- WhatsApp Linked (Optional) - Mobile access enabled
- Categories Set - Understand transaction categorization
- Dashboard Explored - Familiar with main interface
Important: Keep your login credentials secure and never share your account information with others.
What’s Next?
Once you’ve completed the basic setup, explore these advanced features:
Learn to manage multiple accounts and currencies
🏦Account ManagementMaster advanced transaction management
💰Transaction FeaturesDiscover all available WhatsApp bot commands
💬WhatsApp CommandsUnlock AI-powered financial insights
📊Analytics & InsightsNeed Help?
If you encounter any issues during setup, our support team is here to help at support@whatscash.ai
Common Setup Issues
- Email not received: Check spam folder and whitelist support@whatscash.ai
- WhatsApp not responding: Ensure you’re using the correct bot number
- Account connection issues: Verify your internet connection and try again
- Login problems: Use the “Forgot Password” feature to reset your credentials
Ready to transform your financial management? Let’s get started! 🚀