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How-to

Short task guides — add a transaction, set a goal, scan a receipt, talk to Finie.

19 articles — tap any card to read

  1. Create an account Sign up, verify email, and finish the short onboarding so Finie can actually help. Read →
  2. Add accounts Finie and net worth both need this. Read →
  3. Add a transaction Log an expense in under a minute. Read →
  4. Scan a receipt Camera scans a receipt and prefills the add-transaction form. Read →
  5. Move money with transfers Record a transfer between your own accounts without wrecking net worth. Read →
  6. Recurring bills Set up rent, EMI, SIP, and salary as recurring so the calendar is not a surprise. Read →
  7. Quick templates For the spends you log on repeat. Read →
  8. Budgets and envelopes Set category limits, run the budget wizard, and park money in envelopes so the plan is visible. Read →
  9. Savings goals Set a target and a date. Let Finie be the watchdog. Read →
  10. Emergency fund and debt Safety first, then debt payoff maths. Read →
  11. Ask Finie Talk with your money in a plain human language! Read →
  12. What Finie remembers Finie can remember a few facts from chat so you do not repeat yourself. Read →
  13. Analytics and forecasts Charts for income vs expense, categories, merchants — plus cashflow that looks ahead, not just back. Read →
  14. Import and export CSV Download an analysis-ready CSV or import old transactions from Profile. Free and Pro. Read →
  15. Family and household Invite family, share a combined view, and use transfer-only household pots. Personal ledgers stay personal. Read →
  16. What-if simulator Job pause, big purchase? You see the dent way before! Read →
  17. Billing and upgrade Manage your plan from Profile and upgrade on the web. Read →
  18. Proactive Finie nudges Upcoming payments, bill failures, payday spikes, weird spends, weekly digest. Read →
  19. Goal and FIRE planner Wedding, baby, home, or financial independence maths. Read →