> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/get-started/quick-start.md).

# First-Time Setup

## 1. Create a Book

1. Open **Book**.
2. Tap **Add** at the top right.
3. Enter a name, choose a currency, and configure any other settings you need.
4. Tap **Save**.

One everyday book is enough to begin. Create additional books later if you want separate statistics for your household, travel, or work.

## 2. Add an Account

1. Open **Assets** and tap **Manage** at the top right.
2. Tap **Add Account**.
3. Enter the account name, type, currency, and current balance.
4. After you save, the account appears on the Assets page and in the account picker when you create records.

{% hint style="warning" %}
Enter the account's real balance on the day you begin using Daak as its **Current Balance**. Do not enter older records that are already included in that balance. Balances belong to accounts; books organize, filter, and share records but do not have balances.
{% endhint %}

## 3. Add Your First Record

1. Tap the **record button** at the bottom right.
2. Choose **Expense** or **Income**.
3. Enter an amount and choose an account, book, and category.
4. Tap **Save** at the bottom right of the number pad.

## 4. Check the Result

| Page                  | What to check                                             |
| --------------------- | --------------------------------------------------------- |
| **Home > Records**    | The record you just saved is correct                      |
| **Assets**            | The paying or receiving account balance changed correctly |
| **Home > Statistics** | Income, expense, and category results updated correctly   |

{% hint style="success" %}
After these steps, you are ready to keep records. You can set up Budget, Savings, Installments, Investments, and other features whenever you need them.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.daak2.com/get-started/quick-start.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
