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Step-by-step guides for setting up and using Paiso.

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Get started with PaisoFrom a new account to your first full picture Frequently asked questionsPlans, your data and connecting accounts GlossaryThe terms Paiso uses, in plain words

Getting started

Get started with PaisoCreate your account, choose a plan and add your first accounts.

Accounts and data

Connect a bankAdvanced planLink a bank or brokerage so Paiso imports your accounts and transactions for you.
Import transactions from a CSV fileLoad transactions from a file your bank exports.

Investments

Reorder the columns on the Investments pagePut the holdings columns you care about first, and hide the rest.

Budgeting

Your account