Finly Money keeps every page in one menu. Where you find it depends on the size of your screen.
On a computer
The sidebar on the left holds everything. From top to bottom:
- Search, with Ask Finn beside it.
- Your pages: Overview, Transactions, Accounts, Recurring, Reports, Budgets, Splits, Net worth, Investing and Rewards. Business joins the list once you keep business money in Finly Money.
- Settings, near the bottom, for your profile, plan and more.
- Back to FinlyWealth, which takes you to the rest of the FinlyWealth site.
The eye beside the Finly Money logo at the top is privacy mode. A small lock beside a page means your plan doesn't include it. A warning dot on Accounts means a bank needs you, for example to sign in again.
On a phone or tablet
The tab bar at the bottom has Accounts, Transactions, Overview (the round button in the middle), Investing and More. More opens the full menu, the same one the sidebar shows on a computer.
The bar at the top shows the page you're on. Its buttons open the menu, search, Help and privacy mode.
Your Overview
Overview is your home page. Until your first transactions arrive, it shows four setup steps: bring in your transactions, tidy up the categories, see what repeats and set a monthly plan. After that, it shows your month: income, fixed costs, spending and what's left over. See understanding your Overview.
Settings
Settings is one page with tabs: Profile, Membership, Household, Categories, Rules and Support. Profile holds your details, security, reminders and text messages. Membership is where you manage your plan, and Support lists your requests to our team.
Help is always close
On a computer, the Help tab sits on the right edge of the screen. On a phone, tap the Help button in the top bar. See how to get help.
To read the guides, choose Help centre in the sidebar. The sidebar turns into a library: a Search guides box, What's new, and every section with its guides. Choose Back to the page you came from at the top, and the usual sidebar returns.