> For the complete documentation index, see [llms.txt](https://guide.cspersonalfinance.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.cspersonalfinance.io/getting-started.md). # Getting Started - [Initial Steps](https://guide.cspersonalfinance.io/getting-started/initial-steps.md): How to get started with the CompiledSanity Finance Sheet - [Updates & Migrations](https://guide.cspersonalfinance.io/getting-started/upgrading-from-an-older-version.md): Upgrading from an older Sheet version is extremely simple with the built-in migration tool. - [Sheet Options Tab](https://guide.cspersonalfinance.io/getting-started/sheetoptions-tab.md): The Sheet Options tab is a central hub of all settings and inputs into the sheet. These inputs then flow onwards through to the rest of the tabs where needed. - [Recording a Month](https://guide.cspersonalfinance.io/getting-started/recording-a-month.md): Recording a month locks in your asset values at a certain moment in time, enabling you to gain a sense of progress month to month. This will then be reflected in graphs and tables throughout the sheet - [FAQs](https://guide.cspersonalfinance.io/getting-started/faqs.md): A full list of FAQs related to the sheet. Have one that isn't answered here? Ask in the subreddit! --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://guide.cspersonalfinance.io/getting-started.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.