Ask Finn

What can Finn see?

Finn sees only your own Finly Money data and FinlyWealth account, plus a partner's money only where they've chosen to share it. It can look but can't change anything. Your conversations are saved in your list, and you can delete them any time.

Updated Nov 2, 2026

Finn answers about one person: you. Who you are comes from your sign-in, so nothing you type can make Finn look at someone else's data.

What Finn can see

  • Your accounts, balances and transactions, personal and business
  • Your categories, budgets, recurring payments, net worth, investments, card rewards and shared bills
  • Your FinlyWealth account: cash back, rebates, referrals and payouts, your financial profile and your plan
  • The bill reminders and alerts we've sent you, and how your bank connections are doing, so it can explain a missing or late number
  • On Thrive Duo, your partner's money only for the parts they've chosen to share. If they haven't shared something, Finn says so instead of guessing. See choosing what you share.

What Finn can't do

  • See other members' data, or look things up on the web
  • Change anything: it can't edit, categorize, move or delete your data
  • See your bank sign-in details. Those go to Plaid or Flinks and never reach us. See how bank connections work.
  • Put account numbers in a text: its text replies never include them

Your conversations

Each conversation with Finn is saved in your list, so you can come back to it. Texts with Finn are saved there too, marked By text.

  1. Find the conversation

    On the Ask Finn page, the list sits beside the chat on a computer. On a phone, tap Conversations.

  2. Open its menu

    Tap the three-dot menu next to the conversation.

  3. Choose Rename or Delete

    Deleting asks you to confirm, and a deleted conversation can't be brought back.

Deleting a text conversation removes it from your list; your next text starts a new one.

Frequently Asked Questions

Yes. Finn reads all your accounts, personal and business, whichever view you've picked on other pages.

Only about the parts you've chosen to share with them. Anything you haven't shared stays out of their answers.

Each answer has a short Checked: line naming what Finn looked at, and totals say what they cover and what they left out.

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