Onboarding Experience

What it is:
A guided setup experience that walks you through connecting your accounts, learning about Copia, and creating your first budget before you reach the main app.

Why it matters:
Starting with a blank app makes it unclear what to do first or how to get value from Copia.

How it works:
The onboarding wizard guides you through account security, connecting your bank accounts, and an AI-powered budgeting section that creates your initial budget based on your spending patterns.

User benefit:
This helps you get started quickly with a personalized budget already set up, so you can begin tracking your finances right away.

Status: Shipped