Setting up your first six reserves
Walk through Survival, Business Ops, Tax, Growth, Lifestyle, and Wealth Building.
Getting Started
Getting Started
Create your account, link income sources, and set up your first six reserves in under 10 minutes.
01
02
Creating your ReservWise account
Email, password, two-factor — and the one setting most users skip.
03
Choosing your business entity type
Sole proprietor, LLC, S-corp — and why ReservWise asks.
04
Connecting Plaid for live income data
Bank linking, what we read, and what we never store.
05
Connecting Stripe for invoice tracking
Auto-imported invoices, fees, and payout reconciliation.
06
Importing your last 90 days of income
CSV import format and the wizard that maps your columns.
07
Picking your allocation order
Why order matters more than percentages.
08
The 10-minute new-customer checklist
Everything to do in your first session.
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