Getting Started with Projects

Welcome to WhatsCash AI Projects! This guide will help you understand how projects work and get you started with organizing your finances effectively.

What are Projects?

Definition and Purpose

• Understanding the concept of financial projects
• How projects differ from regular transaction tracking
• Benefits of project-based financial organization

Core Benefits

• Budget tracking and monitoring
• Expense organization and categorization
• Progress visualization and analytics
• Goal-oriented financial planning

Project Workflow Overview

Basic Project Lifecycle

• Planning and project creation
• Budget allocation and setup
• Transaction assignment and tracking
• Progress monitoring and analysis
• Project completion and archival

Project Types and Examples

• Personal projects (weddings, vacations, home improvements)
• Business projects (client work, marketing campaigns)
• Savings goals (emergency fund, investment targets)
• Event planning (parties, conferences, gatherings)

Getting Started Checklist

Before Creating Your First Project

• Understand your financial goals
• Gather project requirements and scope
• Estimate realistic budget amounts
• Plan project timeline and milestones

Setting Up Your First Project

• Choose a descriptive project name
• Set a realistic budget amount
• Define start and end dates
• Select appropriate project status
• Configure currency preferences

Best Practices for Beginners

• Start with simple, well-defined projects
• Set conservative budget estimates initially
• Use clear, descriptive project names
• Review and adjust budgets regularly
• Monitor progress weekly

Understanding Project Features

Budget Management

• Setting initial project budgets
• Multi-currency budget support
• Budget alerts and notifications
• Budget adjustment workflows

Transaction Integration

• Optional project assignment
• Bulk transaction operations
• Category and project relationships
• Transfer handling between accounts

Analytics and Reporting

• Real-time budget vs actual tracking
• Spending pattern analysis
• Project performance metrics
• Progress visualization tools

Next Steps

Essential Reading

• Creating & Setting Up Projects for detailed setup instructions
• Project Budget Management for budget tracking mastery
• Transaction-Project Integration for linking transactions

Advanced Features

• Explore AI-powered project management
• Learn about advanced analytics and insights
• Discover automation and smart alerts