Alto Vale Pessoal

First steps

The Welcome screen in four steps: language, AI, first data and done.

What it is for

On first launch, the Welcome screen gets the app ready in four quick steps, all optional. You can redo it later in Settings.

Before you start

  • Have your bank statement at hand if you like (OFX, CSV or PDF card bill).
  • If you will use AI, know which provider you prefer: local (Ollama), plan (Claude Code, Codex) or API key.

Step by step

  1. Language: pick Português, English or Español.
  2. AI: turn on an option or click Set up later.
  3. First data: log the current month by hand, tell the Assistant, import your statement or explore with sample data.
  4. Done: read the tips and click Go to the dashboard.

Every action on this screen

Skip setup

The footer button goes straight to the Dashboard. Nothing is lost: it is all in Settings.

Explore with sample data

Creates three fictional months (Lucas and Marina) so you can learn the screens. Delete them any time from the yellow banner.

Restore a backup

If you already used the app, open "Used Alto Vale Pessoal before?" and choose the backup file.

Live preview

The card on the right shows how amount, date and month look in the chosen language.

Shortcuts

  • Esc does not close Welcome; use Skip setup.

Common problems

I changed the language and the screen reloaded. Expected: the step you were on is saved and comes back by itself.

I closed it by accident. Redo it in Settings › General › Redo initial setup.

See also

Screen in the app: /boas-vindas · In the app, press F1 on this screen to open this guide.

Still have a question?

Talk to the Alto Vale IA team on WhatsApp. Tell us the app, the screen and what happened.