Once MoneyWorks® is installed and activated, the next step is creating your company file and configuring the basics for your business.
Create your first company file
- Open MoneyWorks® — you'll see the Welcome screen
- Click New Document
- Choose a template that matches your business type (e.g. General, Retail, Professional Services)
- Enter your company name, financial year start date, and base currency
- Save the file to a location you'll remember — ideally a cloud-synced folder
Tip: Use the Cognito Quick Start guide for a full walkthrough of the initial configuration, including chart of accounts, GST/VAT settings, and opening balances.
Essential first-time settings
- Company details — go to Setup → Company Details and fill in your trading name, address, and registration number
- Tax settings — configure your applicable tax rates under Setup → Tax Rates
- Bank accounts — add your bank accounts under Accounts → Bank Accounts
- Chart of Accounts — review and customise the default chart of accounts for your industry
For a detailed walkthrough, refer to the official Cognito Getting Started guide.