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How-to

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

21 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 AI receipt scanner for expenseOS Pro — camera prefills amount and merchant; you confirm before anything is saved. Read →
  5. Move money with transfers Record a transfer between your own accounts without wrecking net worth. Read →
  6. Recurring transactions Set up upcoming payments and make Finie more intelligent. Read →
  7. Quick templates For the spends you log on repeat. Read →
  8. Budgets And Envelopes Category budgets vs named envelopes — what's the same, what's different, and how to use both on the Budgets page. 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 plain 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 Family budget app for India — invite household members, share pots and goals, keep personal ledgers private. Read →
  16. What-if simulator Job pause, big purchase, extra EMI payoff — see the dent in your cashflow before you poke real money. 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. Goals and FIRE planner Way to financial freedom. Read →
  20. Credit Card Equaliser Credit card overspending is a real thing. Tame the horse now! Read →
  21. Delete your account Erase your expenseOS data in the app or by email. Unused accounts are auto-deleted after 31 days with warnings. Read →