The first time you open Finly Money, a short setup walks you through the basics. Each screen asks one thing, and most of them can be skipped.
The setup steps
Tell us what you'd like help with
On What can we help you with?, pick everything that sounds like you, such as catching forgotten subscriptions or building a budget. Pick at least one. We use your answers to shape your Overview.
Share your goals, if you like
What are you working toward? and How did you hear about us? are optional: choose Skip on either one. Then you'll see a quick preview of the part of Finly Money that fits your answers.
Add your accounts
Choose Link a bank to connect through Plaid or Flinks, Upload statements for PDF or CSV files, or Add transactions by hand. Add as many as you like, or choose Skip for now and add them later from Accounts.
Take a first look
If you added accounts, you'll see a preview of your own money, and Fin's first look at it, before you carry on.
See how your free trial works
If a free trial applies to you, the next screen shows how it goes, day by day. Turn on the reminder switch if you'd like an email before the trial ends. It stays off unless you turn it on.
Choose your plan
Pick Grow, Thrive or Thrive Duo, choose annual or monthly billing, and choose the button on that plan (it reads Try for $0 when a free trial applies). Unless your offer needs no card, you then add one through our secure checkout.
Go to your Overview
On You're all set, choose Go to my Overview. That's it.
Coming back later
Your answers are saved as you go. If you close the tab, open Finly Money again and you'll pick up at the furthest step you reached.
Once your plan is active, opening Finly Money takes you straight to your Overview.
Just want to look around?
At the bottom of the Add your accounts screen, choose Explore with sample data to try Finly Money with a made-up household. See exploring with sample data.