Soundcheck

Soundcheck is the first-launch onboarding experience in Coincert. It walks you through the essential setup steps so you can start tracking your finances right away. Soundcheck appears once — the first time you open the app — and does not appear again after completion.

Soundcheck guides you through initial setup: notifications, Harmony Sync, and your first account.

Overview

Soundcheck is a four-step guided flow presented as a series of full-screen cards. You move forward by tapping buttons; swiping is disabled to prevent accidentally skipping steps. A progress indicator at the top of the screen shows your current position (capsule-shaped dots that expand to highlight the active step).

Every step can be completed or skipped. If you prefer to configure things later, the “Skip for Now” option is always available.

Step 1: Welcome

The Welcome screen introduces Coincert and highlights three core features:

• Auto-Tune — Automatic transaction categorization that learns from your patterns.
• The Vault — Privacy-first design with end-to-end encryption.
• Spotlight — Financial insights and guidance without judgment.

Tap Get Started to proceed.

Step 2: Notifications

The Notifications screen explains why Coincert requests notification permission and what types of notifications you will receive:

• Rhythm Reminders — Timely reminders so you never miss a bill payment.
• Setlist Alerts — Warnings when you approach your spending limits.
• Harmony Sync Status — Confirmation when your data syncs successfully across devices.

You have two options:

• Enable Notifications — Triggers the iOS/macOS system permission dialog. Once you grant or deny permission, you advance to the next step automatically.
• Skip for Now — Moves forward without requesting permission. You can enable notifications later in Settings.

Step 3: Harmony Sync

The Harmony Sync screen lets you opt in to iCloud sync, which keeps your financial data available across all your Apple devices (iPhone, iPad, and Mac).

Key benefits presented on this screen:

• Harmony Sync — Seamless access to your data on every device.
• The Vault — All data is encrypted end-to-end with your iCloud account.
• Automatic Backup — Your financial data is backed up continuously so you never lose it.

A toggle labeled Enable Harmony Sync is turned on by default (recommended). You can turn it off if you prefer to keep your data on a single device only.

You have two options:

• Continue — Saves your sync preference (on or off) and moves forward.
• Skip for Now — Moves forward without changing the default. You can configure Harmony Sync later in Settings.

Step 4: First Account

The final step guides you to add your first financial account. This is where your transaction tracking begins.

You have three options:

• Connect Bank Account iPhone — Opens the bank connection flow (via OAuth or FinanceKit). See the Bank Connection documentation for full details. On macOS, bank connection can be set up later from Settings.
• Add Manually — Opens the Add Account form where you enter an account name, type (checking, savings, credit card, loan, or BNPL), and starting balance. This option is available on all platforms.
• I’ll Do This Later — Skips account creation and completes Soundcheck. You can add accounts at any time from the Accounts tab.

If you add an account (either via bank connection or manually), Soundcheck detects it when you return and automatically completes the flow.

After Soundcheck

Once you complete (or skip through) all four steps, Soundcheck marks itself as finished and you land on the Dashboard. Soundcheck will not appear again on that device.

If Harmony Sync is enabled, your onboarding preferences sync to your other devices. When you open Coincert on a second device, Soundcheck may still appear on that device so you can configure device-specific settings (like notification permissions), but your accounts and sync preference will already be in place.

Accessibility

Soundcheck is fully accessible:

• All decorative icons are hidden from VoiceOver.
• The progress indicator announces “Progress: step N of 4” when focused.
• Buttons include descriptive accessibility labels and hints (e.g., “Get started with Coincert”, “Enable notifications for reminders and alerts”, “Skip notification setup”).
• If Reduce Motion is enabled in system settings, the horizontal scroll animation between steps is disabled and transitions happen instantly.