# Account Setup

After creating your account, complete these setup steps to get the most out of BasedInbox.

# Onboarding Wizard

When you first log in, the onboarding wizard guides you through essential setup:

# Step 1: Country Selection

Choose your primary country:

• Malaysia — Enables SST calculator, Malaysian bank support
• Singapore — Enables GST calculator, Singaporean bank support
• Other — General features without country-specific tools

This affects:

• Tax calculation tools
• Bank statement recognition
• Default currency

# Step 2: Workspace Type

Select how you'll use BasedInbox:

Type	Best For	Features
Personal	Individual expense tracking	Simple categorization, personal reports
Freelancer	Self-employed professionals	Business expenses, client tracking, claims
Business	Companies and teams	Team access, advanced reporting, integrations

# Step 3: Currency

Set your primary currency:

• MYR — Malaysian Ringgit
• SGD — Singapore Dollar
• USD — US Dollar

Multi-currency support is available for all plans.

# Completing Your Profile

# Basic Information

Fill in your profile details:

1. Go to Settings > Profile
2. Add your full name
3. Upload a profile photo (optional)
4. Add contact information

# Business Details (Freelancer/Business)

For business use, add:

• Company name
• Business registration number
• Tax identification number
• Business address

These appear on generated claims and invoices.

# Setting Up Categories

# Default Categories

BasedInbox comes with pre-configured categories:

• Food & Dining
• Shopping
• Transport
• Travel
• Office
• Healthcare
• Entertainment
• Utilities
• Education

# Customizing Categories

To match your workflow:

1. Go to Settings > Categories
2. Click Add Category
3. Enter name and choose icon
4. Select color and type (Personal/Business/Both)
5. Save

# Category Tips

• Keep categories broad for easier categorization
• Use consistent naming conventions
• Create separate categories for major clients (Business)
• Archive unused categories instead of deleting

# Connecting Accounts

# Accounting Software

Connect your accounting platform for seamless sync:

1. Go to Settings > Integrations
2. Click Connect next to your platform
3. Authorize access
4. Map categories to accounts

Supported: Xero, QuickBooks Online

# Cloud Storage (Coming Soon)

Auto-import receipts from:

• Google Drive
• Dropbox
• OneDrive

# Notification Preferences

Configure how BasedInbox communicates:

# Email Notifications

• Extraction complete — When uploads finish processing
• Weekly summary — Spending overview each week
• Claim updates — When claim status changes
• Security alerts — Login from new device

# In-App Notifications

• Real-time processing updates
• Sync status changes
• Team mentions

# Security Setup

# Strong Password

Ensure your password:

• Is at least 8 characters
• Contains letters and numbers
• Doesn't match other accounts

# Two-Factor Authentication

We strongly recommend enabling 2FA:

1. Go to Settings > Security
2. Click Enable 2FA
3. Scan QR code with authenticator app
4. Save backup codes securely

# Active Sessions

View and manage active sessions:

• See all logged-in devices
• Revoke access to old sessions
• Get alerts for new logins

# Next Steps

With your account set up, you're ready to:

1. Upload your first documents
2. Review AI extractions
3. Organize transactions
4. Connect accounting software

# Getting Help

If you need assistance:

• Search docs — Use ⌘K to search
• Ask AI — Click "Ask AI" for instant help
• Email support — [email protected]
• Feedback — We love hearing from users!