Finn knows your Finly Money data: accounts and balances, transactions, categories, income, budgets, recurring payments, net worth, investments, card rewards and shared bills. It can also answer questions about your FinlyWealth account, like cash back and rebates. Included with Thrive and Thrive Duo.
Open Finn
- On a computer, choose Ask Finn beside the search box in the sidebar, or the Ask Finn button floating on every page (bottom right, until you move it). Its panel stays open as you move between pages, so you can look at something while you talk.
- On a phone, tap More, then Ask Finn.
- Or go straight to Ask Finn.
Move Finn's button
On a computer, drag the Ask Finn button to any corner or to the middle of either side, and let go: it snaps into place and stays there on that computer. With the button selected, the arrow keys move it too. Finn's panel opens from wherever the button is, and pages leave room at the top or bottom so the button never covers their first or last row.
What to ask
- What did I spend on groceries last month?
- Compare this month's spending with last month by category.
- Put all my recurring payments in a table with when each one next charges.
- Chart my net worth over the past year.
- Who still owes me for shared bills?
- Why was my spending higher in August?
A new conversation shows ready-made questions to start from, and after each answer Finn suggests a few follow-ups you can tap.
Charts and tables
Finn draws a chart or table under an answer when it helps. When a chart offers Add to my Overview, choose it to pin that chart to your Overview. If Finn can't add it, choose Customize on your Overview once to make the dashboard yours, then try again. See customizing your dashboard.
Reading an answer
- Finn looks up your numbers before it answers. A small Checked: line under the answer shows what it looked at.
- Totals leave out uncategorized transactions, just like the Overview. When that matters, a Worth knowing note says how much was left out and how to fix it. See why uncategorized transactions aren't counted.
- Copy an answer with the copy button, or choose Answer again on the latest answer to have Finn try again.
- While Finn is answering, you can type your next question or stop the answer.
What Finn won't do
- Give financial advice. Finn describes and compares your numbers. It won't tell you what to buy, sell, invest in, borrow or pay off first, or pick a product or card for you. Ask what you should cut back on and you get the facts from your numbers, with the choice left to you.
- Go off-topic. Questions about the news, stock picks, coding, homework or general knowledge get a short reply steering you back to your money.
- Change anything. Finn can look at your data, but it can't edit, categorize or move anything.
- Guess. Finn only gives figures it looked up from your data.
Your conversations are saved in the list beside the chat (on a phone, tap Conversations). Rename or delete one from its menu. See what Finn can see.