Getting started with CeeWealth

CeeWealth is built to be usable within a couple of minutes of signing up. Here's what to expect the first time you log in.

1. Create your account

Sign up with an email and password - no bank details required, no linking any accounts. You'll land straight on your dashboard.

2. Your dashboard starts empty, on purpose

There's no fake demo data. Your net worth reads £0 until you add your first account, because that's the honest starting point.

3. Add your first account

Head to Accounts and add whatever you want to track first - a current account, savings pot, or pension. See Adding your first account for the full walkthrough.

4. Explore the rest at your own pace

Budgeting, goals, investments and the tax report are all optional extras you can turn to whenever you're ready - there's no required setup flow to get through first.

Ready to begin? Create your free account.