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Getting Started

Anchorline is ready to use within minutes. Follow these steps to create your first workspace and log hierarchy.

1. Create your workspace

  1. Sign up from the marketing site or go directly to https://app.anchorline.io/auth/signup.
  2. Name your workspace, invite collaborators (optional), and choose your default log type.
  3. Set your locale preferences for currency, number formatting, and date style.

2. Create your first log 

Log: Household Budget (Balance)
Children: Groceries, Utilities, Savings
Opening balance entry: +2500 (context: "Monthly funding")
  • Click New log and select Balance for quantities you plan to add or subtract.
  • Add child logs to represent categories. The parent will roll up totals when you add entries.
  • Use tags such as #recurring or #reimburse to make filtering simple later.

3. Append entries

Each entry captures:

  • Direction (credit or debit)
  • Amount
  • Optional reference (invoice, person, or log link)
  • Notes and attachments (images, PDF receipts, etc.)

Append entries for income, expenses, or adjustments. Anchorline automatically maintains running totals so you never overwrite prior data.

4. Share with the people you trust

Invite household members or collaborators from Workspace settings → Members. Assign roles:

  • Maintainer: can append entries and manage settings.
  • Contributor: can append entries but not change configuration.
  • Viewer: read-only access for audits or accountability partners.

5. Get a copy of your data

During the alpha, email support if you need an export of your workspace. We’ll provide your data in a standard, machine-readable format so you can back it up or analyze it elsewhere.

Next up: review Core concepts to learn how balances, collections, and child logs fit together.

← Budgets and Envelopes Inventory Tracking →