- Creating your Mozaic account Sign up with Google or with your email, using a password or a magic link. Every new account starts with a 14-day free trial, no card needed.
- The setup wizard and checklist What the setup wizard asks when you first sign in, which steps you can skip, and how the Getting started checklist tracks what is left.
- Your dashboard before and after accounts What the dashboard shows before you add anything, and which cards fill in once your first accounts are in.
- Finding your way around Mozaic The pages in the sidebar, the buttons pinned below them, and how the menu works on a phone.
- Adding your first account The four ways to get your money into Mozaic: connect a bank, connect a brokerage, add an account or asset by hand, or upload a CSV file.