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Quick start

New to ClaimStation? Follow these steps to get going.

1. Add a bank account (nickname + last 4 digits) so you can import transactions later.

2. Optionally add categories and reimbursing entities in Settings so they appear when creating claims.

3. If tracking claims for a family, create a household and add dependants (e.g. children) so you can assign claims to specific family members.

4. Create your first claim: go to Claims → Create a claim, enter description, amount, category, and save. Use Beneficiary to assign it to a household member if needed. Attach receipts if you have them.

5. When you have an OFX export from your bank, import transactions and use the review page to link expenses and reimbursements to claims.

6. Use the Dashboard and Reports to see summaries and export data.