---
title: "Getting Started"
slug: "getting-started-finance"
description: "Setting up the infoodle Finance Package: set finance defaults in Administration, add account codes, connect Xero, learn data entry and book free training."
updated: 2026-10-14T21:52:16Z
published: 2026-10-14T21:52:16Z
canonical: "help.infoodle.com/getting-started-finance"
stale: true
---

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

# Getting Started with Finance

Congratulations! You have added the Finance Package!

Follow these steps to get started:

1. Set up all your finance defaults in **Administration**. For information on this, see [Finance Settings.](/v1/docs/finance-settings)
2. Account codes and tools in *infoodle* will help make your finance recording more efficient. To set these up, see [Adding account codes.](/v1/docs/adding-account-codes)
3. If you are using Xero then you will need to connect to Xero. For information on how to do this, see [How to connect to Xero.](/v1/docs/how-to-connect-to-xero)
4. Familiarise yourself with the [Steps to Entering Data](/v1/docs/entering-data)
5. Sign up for our free online Finance Training if you haven't already done so. For the training schedule, see the options of the infoodle website - [infoodle Training.](https://infoodle.com/training)

              Note:

              

If you are busy with year end receipting, some checks to make sure *infoodle* is all set up and ready to go are here - see [Year End Checklist.](/v1/docs/year-end)

## Related

- [Finance](/finance.md)