Web Application Signup
Get started with WhatsCash AI through our comprehensive web interface. This method is perfect for users who prefer a full-featured desktop experience.
Recommended for: Users who want the full WhatsCash AI experience with comprehensive account management features.
Step-by-Step Signup Process
Step 1: Visit WhatsCash AI
Navigate to whatscash.ai in your web browser.
Step 2: Click “Sign Up”
Look for the “Sign Up” or “Get Started” button on the homepage and click it.
Step 3: Choose Signup Method
Select your preferred registration method:
Email & Password
Email Registration
- Enter your email address
- Create a strong password (minimum 8 characters)
- Confirm your password
- Agree to terms of service
Step 4: Verify Your Email
Check your email for a verification message:
- Open the email from WhatsCash AI
- Click the verification link
- You’ll be redirected to the dashboard
Email not received? Check your spam folder and add support@whatscash.ai to your contacts.
Step 5: Complete Your Profile
Fill in additional profile information:
- Full name
- Preferred currency
- Time zone
- Optional: Profile picture
Step 6: Add Your First Bank Account
Set up your primary financial account:
- Account name (e.g., “Main Checking”)
- Account type (Checking, Savings, Credit, etc.)
- Currency
- Initial balance
- Optional: Account number for reference
Account Setup Tips
Security Best Practices
- Strong Password: Use a combination of letters, numbers, and symbols
- Two-Factor Authentication: Enable 2FA for enhanced security
- Unique Email: Use an email address you check regularly
- Privacy Settings: Review and adjust privacy preferences
Initial Configuration
Pro Tip: Spend a few minutes configuring your preferences during initial setup to optimize your experience.
Recommended Settings:
- Notification Preferences: Choose email frequency for reports and alerts
- Currency Display: Set your primary currency and decimal places
- Date Format: Select your preferred date format
- Dashboard Layout: Customize widget arrangement
Post-Signup Checklist
After successful registration, complete these essential tasks:
- Email Verified - Check and confirm email verification
- Profile Complete - All required fields filled
- First Account Added - At least one bank account configured
- Dashboard Explored - Familiar with main interface
- Settings Configured - Notifications and preferences set
- First Transaction - Test transaction creation
- Mobile Access - Consider setting up WhatsApp integration
Next Steps
Congratulations! Your WhatsCash AI account is ready. Here’s what to do next:
- Complete First Steps - Essential post-signup tasks
- Set Up WhatsApp - Enable mobile access
- Learn Best Practices - Optimize your workflow
Troubleshooting Common Issues
Registration Problems
Issue: “Email already exists” Solution: Try password reset or use a different email address
Issue: Verification email not received Solution:
- Check spam/junk folder
- Whitelist support@whatscash.ai
- Request a new verification email
Issue: OAuth signup fails Solution:
- Clear browser cache and cookies
- Disable ad blockers temporarily
- Try a different browser
Technical Issues
Issue: Page won’t load Solution:
- Check internet connection
- Try a different browser
- Clear browser cache
- Contact support if issues persist
Still having trouble? Contact our support team at support@whatscash.ai for personalized assistance.
Ready to dive deeper? Continue with Essential First Steps to maximize your WhatsCash AI experience.