Finly Money only sends what you ask for, plus a weekly check-in you can turn off. You manage everything from Settings, then Profile, in four sections: Reminders, Weekly check-in, Text messages and Emails.
Reminders and alerts
Under Reminders, turn on the heads-ups you want. They're all off until you turn them on.
Reminder | What it does | Plan |
|---|---|---|
Bill reminders | A heads-up a few days before a subscription or bill is charged | Included with Grow and up |
Price-rise alerts | A note when a subscription starts charging more than it used to | Included with Grow and up |
Reward cap alerts | A note when a bonus category on one of your cards is nearly at its cap, and when it fills | Included with Grow and up |
Once one is on, How to reach you shows where they go: Email, Text message or both. Texts are set up under Text messages, below. You'll get at most one message a day, with several charges bundled together, so it's usually once a week or less. Use Send a test email or Send a test text to check they arrive.
The Reminders button on the Recurring page opens the same settings. See bill reminders and price-rise alerts for the details.
Weekly check-in
Every Wednesday, a short look at your last week: what you spent, what stood out and what's coming up. It comes by email unless you turn it off under Weekly check-in, or by text instead on Thrive and Thrive Duo, never both. Quiet weeks are skipped. Preview this week's shows what it would say, and Send me a test sends it to you now. See the weekly check-in.
Text messages
Texts are included with Thrive and Thrive Duo. The Text messages section sets them up in three steps:
Verify your mobile
Under Your mobile number, enter your number (Canadian or US) and choose Text me a code or Call me instead. Type the code and choose Verify.
Choose what we text you
Turn on Reminders and alerts to get your reminders by text, Text Finn to ask Finn questions by text, and Weekly check-in to get your Wednesday check-in as a text instead of an email. When you get any texts from us, the weekly check-in comes by text too until you choose otherwise. A confirmation text arrives when you turn one on.
Save our number
Every Finly Money text comes from one number. Choose Add to contacts so our texts arrive under Finly Money.
Your limits shows what to expect: reminders and alerts are at most one text a day, and Finn's replies have a daily and monthly allowance shown right there. See texting Finn and how many questions you can ask Finn.
Stopping texts
Reply STOP to any Finly Money text to stop all of them, reminders, check-ins and Finn alike. Text START to the same number to bring back everything you had on, or HELP for help. To stop only the weekly check-in texts, reply WEEKLY OFF (WEEKLY ON brings them back). You can also turn each switch off on your Profile.
Finly Money emails
Under Emails, the Finly Money emails switch covers tips for the goals you picked, budgeting ideas and new features. It doesn't change your other FinlyWealth emails, and your reminders and weekly check-in keep their own settings above.
Every reminder and weekly check-in email also has a one-click link to stop it.