> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Get started with Chainbook in under 5 minutes

Follow these steps to set up your Chainbook account and start tracking your crypto transactions.

## Prerequisites

Before you begin, make sure you have:

* An email address for account registration
* At least one asset address you want to track (TRON or Ethereum)

## Step 1: Create Your Account

<Steps>
  <Step title="Sign up">
    Visit [chainbook.app](https://chainbook.app) and click **Get Started** or **Sign Up**.

    Enter your email address and create a secure password.

    <Tip>
      You can also sign up using a passkey for passwordless authentication.
    </Tip>
  </Step>

  <Step title="Verify your email">
    Check your inbox for a verification email from Chainbook.

    Click the verification link to activate your account.

    <Check>
      Once verified, you'll be automatically logged in to your dashboard.
    </Check>
  </Step>
</Steps>

## Step 2: Create Your First Wallet

Wallets help you organize assets by purpose, client, or entity.

<Steps>
  <Step title="Navigate to Wallets">
    From the sidebar, click **Wallets** to open the wallets page.
  </Step>

  <Step title="Create a new wallet">
    Click the **New Wallet** button.

    Enter a name for your wallet (e.g., "Personal Assets" or "Business Account").

    Select the network type:

    * **TRON** - For TRX and TRC-20 tokens
    * **Ethereum** - For ETH and ERC-20 tokens

    <Note>
      Each wallet supports one network type. Create separate wallets for different networks.
    </Note>
  </Step>

  <Step title="Add asset addresses">
    Enter one or more asset addresses to track.

    Click **Create Wallet** to save.

    <Check>
      Your wallet is created and asset syncing begins automatically.
    </Check>
  </Step>
</Steps>

## Step 3: View Your Transactions

Once your assets are synced, you can view all transactions.

<Steps>
  <Step title="Open Transactions">
    Click **Transactions** in the sidebar to see all synced transactions.
  </Step>

  <Step title="Filter and search">
    Use the filters to narrow down transactions:

    * **Wallet** - Filter by specific wallet
    * **Category** - Filter by transaction category
    * **Date range** - Filter by time period
    * **Contact** - Filter by sender or recipient
  </Step>

  <Step title="View transaction details">
    Click any transaction to see full details including:

    * Transaction hash
    * Sender and recipient addresses
    * Amount and token type
    * Timestamp and block number
  </Step>
</Steps>

## Step 4: Organize with Categories

Categories help you classify transactions for better reporting.

<Steps>
  <Step title="Create categories">
    Go to **Settings** → **Categories** to create custom categories.

    Examples: "Revenue", "Expenses", "Trading", "Transfers"
  </Step>

  <Step title="Assign categories">
    In the Transactions view, click on any transaction and select a category from the dropdown.

    <Tip>
      Enable **Auto-categorize** in Settings to automatically assign categories based on your patterns.
    </Tip>
  </Step>
</Steps>

## Step 5: Explore the Dashboard

The Dashboard provides a visual overview of your activity.

<CardGroup cols={2}>
  <Card title="Total Balance" icon="wallet">
    See your net income, expenses, and balance across all assets.
  </Card>

  <Card title="Transaction Charts" icon="chart-pie">
    Visualize transactions by category, contact, or wallet.
  </Card>

  <Card title="Recent Activity" icon="clock">
    View your most recent transactions at a glance.
  </Card>

  <Card title="Daily Volume" icon="chart-bar">
    Track daily transaction volume over time.
  </Card>
</CardGroup>

## What's Next?

Now that you're set up, explore these features:

<CardGroup cols={2}>
  <Card title="Add Contacts" icon="address-book" href="/features/contacts">
    Create a contact book to label blockchain addresses.
  </Card>

  <Card title="Invite Team Members" icon="user-plus" href="/features/inviting-members">
    Collaborate with others on shared wallets.
  </Card>

  <Card title="Export Data" icon="file-export" href="/guides/exporting-data">
    Export transactions for accounting or tax purposes.
  </Card>

  <Card title="Customize Categories" icon="tags" href="/features/categories">
    Set up categories that match your workflow.
  </Card>
</CardGroup>

<Note>
  Asset syncing runs automatically in the background. New transactions typically appear within a few minutes of being confirmed on the blockchain.
</Note>