SMALL STEPS

Start with a little clarity.

You do not need to set everything up at once.

1. Sign in and choose a workspace. Open your household budget or create separate business books.
2. Add one customer. Use a fictional name and email during the pilot.
3. Save an invoice draft. Add line items, a due date, and any tax rate that applies to the example. Review the total.
4. Issue it when it is ready. Issuing locks the invoice and adds it to the books. It does not email the customer.
5. Record payment after it happens. Partial payments reduce the remaining balance. No money moves through Plot Stride.
6. Review the result. Match a bank row and check the reports. Export a copy of your records.

What “saved” means

A change saves when you press its save button and see confirmation. The planned 15-minute recovery target concerns backups; it is not a delay before saving. Independent backup recovery is still awaiting configuration and testing.