Do new users start by asking Misto about a stressor like rent, or by importing a CSV or PDF statement so it can read their actual ledger? I could also record a free feedback video trying it cold as a new user, just honest notes on anything that isn't clear.
New users are greeted with an onboarding modal to get them started. It's three steps that include creating an account, setting a budget and setting a goal.
foundernotesOct 14, 2026
Nice, leading with account, budget, and a goal in that onboarding modal should get people oriented fast. If it'd help, I'm still happy to record a free feedback video where I try Misto's Financial as a brand new user and point out anything confusing along those three steps. Just let me know.