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Setting up your Hedgi Account
UpdatedJuly 17, 2023
Congratulations on your decision to automate your bookkeeping and take the guesswork out of your write-offs. To create a new Hedgi account go to the signup page and fill out the contact details form. Your email address will become your username after you click the validation link sent to your inbox.
You will receive an email from Hedgi asking you to confirm your email address. Click the ‘Create Password’ link and you will be directed to a page to input a password. Make sure it is complex and includes a special character. The form will guide you to enter a secure password for your account.
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Automations Tab
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Bookkeeping Tab
- How do I categorize transactions? How does Hedgi AI?
- How do I edit my financial account information?
- How do I exclude a transaction?
- How do I get new transactions to update?
- What is a multiple match in bookkeeping automation?
- What is a single match?
- What is the account card?
- What is the automations button?
- Where can I see all of my vendors?
- Where can I see unreviewed transactions?
- Why would there be no match?
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FAQs
- Am I able to generate 1099s?
- Am I able to send invoices and pay bills?
- How do I apply for managed services?
- How do I create an automation?
- How do I export data?
- How do I reconcile?
- What categories are you using for bookkeeping?
- What data do you use from my categorization choices?
- What is a Chart of Accounts?
- What is the Hedgi risk slider?
- Why is the bank balance not updating every day?
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Getting Started
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Reports Tab
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Transactions Tab
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Vendors Tab