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

# Your Home Checklist

> The first steps to get the most out of Checkr Money after you sign up.

After you sign up, Checkr Money shows a checklist with up to eight things to set up, on **Home**. Each row takes you straight to the right place - tap and you're there. As you finish steps, they move to a "Completed" section at the bottom, and once everything is done, the checklist disappears.

## The steps

### Verify your email

Tap to confirm the address on your account, so Checkr Money can reach you and you can sign in with it. This step is only for accounts created with a phone number, and it reads **Add your email** while there is no address on file yet. See [Verifying Your Email](/settings/verifying-your-email).

### Set up AI money guide

Tap to walk through assistant setup - choose an avatar, give your assistant a name, and answer a few quick questions about your financial goals. Your assistant uses this to handle questions, insights, and recommendations based on your money. You can change any of this later in **Settings → Assistant**.

### Connect main spending account

Tap to connect your primary checking account. This is the most important step - your transactions, cash flow, spending breakdowns, and most insights depend on this connection.

### Get a free week of Checkr Money Pro

Tap to start a free trial. Checkr Money Pro unlocks multiple bank and payroll connections plus other advanced features. Always easy to cancel from your subscription settings.

Once your free week has been used, its title changes to **Activate Checkr Money Pro**. On the web the row then stays open until you have an active subscription or trial. On iOS 1.10 it stays marked complete, and tapping it lets you subscribe without the trial.

### Ask your AI a question

Tap to jump straight into a conversation with your AI assistant. The first prompt is pre-filled based on your most interesting insight, so you can try the assistant on something concrete to your finances.

### Connect employer or payroll provider

Tap to connect your payroll provider. This gives you visibility into income, deductions, and pay statements alongside your spending data.

### Review your first transaction

Tap to open the **To Review** deck on **Home** and confirm the category of a transaction Checkr Money wasn't sure about. See [Transactions to review](/transactions/viewing-your-transactions#transactions-to-review).

### Connect your credit history

Tap to connect your credit history through its own secure connection - separate from your bank and payroll. This unlocks **Credit** with your score, its history, the factors moving it, your accounts, and what's changed over time. See [Credit History](/accounts/credit-history).

## Tips

* Steps don't have to be done in order - pick what feels useful first.
* A step disappears from the active list and moves to "Completed" once it's done. You can still tap it from "Completed" to revisit.
* Refresh the screen if you completed a step in another part of the app and it hasn't updated yet.
* **Verify your email** is available in Checkr Money iOS 1.9 and later, and only on accounts created with a phone number. If you signed up with an email address, it never appears.
* **Review your first transaction** is available in Checkr Money iOS 1.10 and later.
* **Activate Checkr Money Pro** replaces **Get a free week of Checkr Money Pro** once your trial has been used, on the web and in Checkr Money iOS 1.10 and later.
* **Connect your credit history** shows once Credit History reaches your account - it is rolling out gradually, so if you don't see this step yet, no action is needed.


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