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Finplicity

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  • Tutorials
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  • Topics
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  • About
  • Product
  • Tutorials
  • Applications
  • Topics
  • Use Cases
  • FAQ
  • About

Section Navigation

  • Getting Started
    • Installing
    • Ribbon Overview
    • Using Without a Project
  • Your First Work
    • First Download
    • First Project
  • Project Manager
    • Creating Projects
    • Navigating
    • Syncing
    • Common Metadata
    • Private Permissions
    • Fork Project
    • Promote Project
    • Delete, Leave
    • Reset, History
  • Working with Excel
    • Ribbon Options
    • Reverse Range Selection
    • Single Cell vs Block
    • Pro Tips
    • Shutting Down
  • Data Reader
    • Web Reader
    • Excel Reader
    • File Reader
    • Custom Reader with UDF
  • Data Basics
    • Clean Data
    • Clear Area
    • Interpolate Data
    • Parse Data
    • Pivot Table
    • Reduce Data
    • Remove Duplicates
    • Scenario Setup
    • Sort Table
    • Transpose Data
  • Data Merge
    • Basic Merges
    • Inside a Workflow
    • Bulk Merge
    • Sorting
    • Concatenation
    • Inconsistent Headers
    • Missing Data
  • Data Select
    • pandas+
      • Quick Start
      • Comparison
      • Panel Data
      • Accessing pandas
      • Time Series
      • Big Data
      • Debugging
    • SQL+AI
      • Standard SQL
      • DuckDB
  • Summarize
  • AI Genie
    • Python+AI
    • SQL+AI
      • Standard SQL
      • DuckDB
    • AI Settings
  • Simulate
    • Excel Model
    • Sample()
  • Forecast
    • Time Series
    • Categorical
    • Panel
  • Optimize
    • Linear Programming
    • General Optimizer
  • Task Workflow Manager
    • Tasks
    • Workflows
    • Dynamic Tables
  • Control Board Manager
  • User Defined Functions
    • UDF Configure
    • UDF Call
  • Settings
  • Account
  • Range Update
  • Quick Start
    • Step 1: Create your account
    • Step 2: Create your first project
    • Step 3: Create your first task
    • Step 4: What’s next
  • Tutorials
  • Quick Start

Quick Start#

Learn the basics of Finplicity by creating your first project, task, etc. This quick start guide will be shown in Finplicity to the new users.

If you have not downloaded Finplicity, visit finplicity.com. If you are familiar with the basics, you can learn more details in Tutorials.

Table of Contents
  • Step 1: Create your account
  • Step 2: Create your first project
  • Step 3: Create your first task
  • Step 4: What’s next

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Range Update

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Step 1: Create your account

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