> 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/zh-cn/kai-shi-shi-yong/quick-start.md).

# 首次设置

## 1. 创建账本

1. 打开 **账本**。
2. 点击右上角 **添加**。
3. 输入账本名称，选择货币和需要的设置。
4. 点击 **保存**。

一个日常账本已经可以开始使用。家庭、旅行或工作需要分别统计时，再创建其它账本。

## 2. 添加账户

1. 打开 **资产**，点击右上角 **管理**。
2. 点击 **添加账户**。
3. 填写账户名称、类型、货币和当前余额。
4. 保存后，账户会显示在资产页面和记录账单时的账户选择器中。

{% hint style="warning" %}
**账户当前余额**应填写开始使用 Daak 当天的真实余额，不要重复录入已经包含在余额中的历史账单。余额属于账户；账本只用于归类、筛选和共享账单，不设置余额。
{% endhint %}

## 3. 记录第一笔账单

1. 点击页面右下角 **记账按钮**。
2. 选择 **支出**或**收入**。
3. 输入金额，选择账户、账本和分类。
4. 点击数字键盘右下角 **保存**。

## 4. 检查结果

| 页面          | 需要检查的内容         |
| ----------- | --------------- |
| **首页 > 账单** | 刚刚保存的账单内容是否正确   |
| **资产**      | 付款或收款账户余额是否正确变化 |
| **首页 > 统计** | 收支金额和分类分布是否正确更新 |

{% hint style="success" %}
完成以上设置后，就可以正常记账；预算、存钱罐、分期和投资等功能可按需要继续配置。
{% endhint %}


---

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