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FinFlow Help
Step-by-step guides for everything in FinFlow. Search, or browse by area.
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Getting started
Get started with FinFlow
Find your way around FinFlow
Browse every how-to (Help)
Add anything fast (hold the + button)
Pay or record anything from Home (Pay)
Edit or delete with a long press or a swipe
Tips for each page
Search settings
See everything FinFlow can do (What's New)
FinFlow Pro and the free limits
Transactions and transfers
Add an expense or income
Add an account while adding an expense or income
Edit, duplicate or delete a transaction
Find transactions
Swipe through transaction dates
Pick a date quickly
Use the amount calculator
Autocomplete and transaction notes
Choose the default account for new transactions and transfers
Link a transaction to a recurring bill
Move money between accounts
Add a fee to a transfer
What a Balance adjustment is
Record the difference when you correct a balance
Accounts and cards
Add or edit an account
Investment, Asset and other account types
Choose a bank or wallet
Organise and reorder accounts
Show or hide accounts
Leave an account out of net worth
Track multiple savings pockets
Show full card and account numbers
Keep your statements (SOA)
Add a card
Choose a stock card
Use a photo of your card
Add or reveal a CVV/CVC
Copy a card's expiry date
Portrait and landscape card details
Link a debit card to an account
Freeze a tracked card
Add a family member's card
Check credit card payments and due dates
Set up an existing credit card and its current statement
Bills and repeating payments
Set up repeating bills and income
Confirm repeating bills before they're recorded
Add a fee to a repeating bill or income
Repeat on your own schedule
Set money aside for upcoming payments
Get reminded before payments are due
Split purchases and installments
Tabby, Tamara and other pay-later purchases
Pay a split purchase from another account
Split purchases and recurring bills
Track an installment purchase
Convert an expense to installments
People, loans and assets
Track money you lend or borrow
Pay someone back (or get paid back) in parts
Pay back more than you owe
Write off or forgive a debt
Track a loan and its monthly payments
Add a car (or anything) bought with a loan
A loan with a big final (balloon) payment
Record the money from a loan
Record loan payments automatically
Pay extra on a loan or pay it off early
Add a late fee or penalty to a loan
See your debt, payoff and interest
Let a car's value drop each year
Add yearly costs like car insurance and registration
Record selling or trading in a car
Budgets, goals and categories
What Safe to spend means
See what's left this month (in Safe to spend)
See what next month will take (Next month card)
How the month's spending estimate works
Change when your month starts
Create a budget
Budget alerts
Save towards a goal
Keep a goal's money in an account
Manage categories
Ready-made categories: events, gifts, home help and more
Choose a category and subcategory
Move a subcategory to another category
Auto-detect a transaction's category
Reports and your data
See charts and trends
See a full report for a period
Save or share a report as a PDF
Export transactions to a spreadsheet
Import transactions
Assistant and money coach
Log spending by voice or text
Ask by voice
Scan and split a receipt
Check a purchase before buying
Set up the money coach
Saving challenges
Reminders at places
Bank alerts and reminders
Bank SMS and notification alerts
Ignore messages from one bank or app
Get a daily reminder to log your spending
Quick add from your notifications
Backups, security and privacy
Back up your data
Restore a backup
Backup passcode and recovery key
Move a backup between devices
Lock FinFlow
Hide your balances
Reset settings or erase data
Sample data
Read the Privacy Policy
Read the Terms of Service
Personalize FinFlow
Choose what Home shows
Use the Total balance card on Home
Change the theme or dark mode
Turn gradients on or off
Change your currency
Edit your profile
Experience settings
Add a FinFlow widget to your home screen
Change how widgets look
PC Manager
Use FinFlow on your computer (PC Manager)
