Find your way around FinFlow
- Bottom bar: Home for balances, Safe to spend, upcoming payments and Send/Receive (Send records a transfer between your accounts or with a person, including money paid back to you, which is not income; Receive adds income, new money such as salary); Transactions for income, expenses, transfers, search and filters; Cards for cards, account details, statements, installment schedules and savings pockets; Budgets for category limits. The central + adds an expense or income. The bar shows icons only (house, receipt, card, piggy bank); it slides away while you scroll down and comes back when you scroll up.
- On Home, the More button under your balance opens quick actions: Add expense, Add income, Add account, New goal, Budgets, Recurring bills and Bank alerts. Tap your profile picture on Home to open the More page. Your finances contains FinFlow Assistant, Money coach, Scan a receipt, Accounts, Payment allocations, Recurring, Insights, Reports and Goals.
- More > Organize has Categories and Bank alerts. More > App has Backup & restore and Settings. Edit your name, nickname, contact details or photo from the profile card at the top of More.
- Settings has Currency and Appearance; Budget alerts, App lock, Money coach and full-number visibility; General configuration for start screen, Home options, month/week dates and carry-over; Experience for haptic feedback, date swipes, swipe animation, calculator precision, minimum-payment percentage decimals, autocomplete, notes and default payment account; account groups/order and the Subcategories switch; budgets, recurring and bank-alert settings; backup/restore and CSV import/export; plus reset, erase and factory reset.
- Ask a specific how-to for steps and an Open button: How do I set a default payment method? How do I add an existing credit card? How do I add a CVV? How do I choose a stock card? How do I add multiple savings pockets?
In the app: Open More