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[Due for payment 2026-05-15] Add onboarding intent for Track and budget my expenses #88159
Description
Home is a key landing spot for new sign-ups, though it doesn't currently support user onboarding in any way. This was initially to let other experiments (such as putting users directly in the workspace editor) run their course. Now that those have, and haven't materially changed onboarding, it's time to start experimenting. We've already added onboarding for the "manage my team" intent. Now we're going to add one for "track" as well.
These are the product and design details for this initiative, which will be run as an experiment. We'll continue to iterate via A//B testing.
Basics and ordering
- The slot title is
Getting started - On desktop, it always appears in the right column (second spot below the free trial slot)
- On mobile,
Getting startedis prioritized in the fourth position (belowFor youin the third position) - This project works alongside whatever onboarding changes we make and experiment with for Concierge Anywhere. Not everyone learns the same, tries out the product the same, and so forth. So minimally
Getting startedserves to orientate the user on what they need to do, if they aren't sure.
Visibility
- Only applies to new sign-ups and active trials. This function should cover when to show vs not.
- Only applies to the "track and budget my expenses" onboarding intent.
- If a user passes 60 days and still has unfinished tasks, we'll hide the getting started slot. This handles cases where a user changes their mind on what they'd like to set up, or never comes back into the app.
To-dos
- We'll use a "checkbox" pattern, but this is purely for the visual treatment. There are no saved states for checked/unchecked
- Clicking anywhere on a to-do row takes the user to the product feature we want them to configure
- We'll show three to-dos, based on the following logic:
Create a workspace- always checked off for the "track and budget my expenses" intent. (Not currently the case, but will be soon, since we'll create a workspace for all track).Customize accounting categories- Clicking this row navigates to the /categories route in the workspace editor. This row is automatically checked when the workspace has at least one, non-default category.Invite your accountant- Clicking this row navigates to the /members route in the workspace editor. The row is automatically checked when the member has at least two members.
Those should be the main considerations, though let's update the OP as we think of more considerations.
Issue Owner
Current Issue Owner: @JmillsExpensifyMetadata
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melvin-bot commentedon Apr 16, 2026
Triggered auto assignment to Design team member for new feature review - @dubielzyk-expensify (
NewFeature)adamgrzybowski commentedon Apr 21, 2026
👋 I can work on this
JmillsExpensify commentedon Apr 21, 2026
Assigned you
29 remaining items
ZhenjaHorbach commentedon May 15, 2026
@JmillsExpensify @grgia @mountiny
Let's close this!
mountiny commentedon May 15, 2026
@ZhenjaHorbach hold on, did we add regression tests for this one @JmillsExpensify ?
ZhenjaHorbach commentedon May 15, 2026
Oh
Sorry
Always forget about it 😅
mountiny commentedon May 15, 2026
@ZhenjaHorbach Would you be able to propose the test steps based on the PR? Thanks
ZhenjaHorbach commentedon May 15, 2026
Sure
Will send tests a bit later today
ZhenjaHorbach commentedon May 15, 2026
ZhenjaHorbach commentedon May 15, 2026
@mountiny
I think it will be enough
mountiny commentedon May 15, 2026
Thank you! I will let @JmillsExpensify handle it as he has handled most of these for Home
JmillsExpensify commentedon May 15, 2026
Done