Quick Start Guide: From Sign-Up to Your First Report

This is the fastest path to a working set of books in Tabby.

Step 1 — Create your account
Sign up and verify your email.

Step 2 — Connect your bank account
Go to Bank Connections in the sidebar and link your business checking or credit card account through Plaid.

Step 3 — Let Tabby categorize your transactions
Within a few minutes, Tabby's AI will pull in your recent transactions and automatically assign categories.

Step 4 — Review flagged items
Open the Review tab to confirm or correct any transaction Tabby wasn't fully confident about.

Step 5 — Run your first report
Head to Reports and generate a Profit & Loss report to see your numbers instantly.

Need Help?
Stuck on any step? Message us directly from the Tabby AI chat or email support@usetabby.com.

Updated on: 03/10/2026