Getting started

Can I explore with sample data?

Yes. Choose Explore with sample data during setup, or build demo data any time from Settings, Profile, Demo data. A made-up household fills every page while your own data stays untouched, and Back to my data switches back in one click.

Updated Oct 17, 2026

Sample data fills every page of Finly Money with realistic, made-up transactions, so you can see how everything works before (or instead of) adding your own. It never touches your real data.

Turn on sample data

There are two ways in:

  • During setup: at the bottom of the Add your accounts screen, choose Explore with sample data. A full household is built for you and setup carries on.
  • Any time: go to Settings, then Profile, and scroll to Demo data.

From your Profile:

  1. Pick a demo

    Under Which demo?, choose Full household, Investor, Student, Just started or Brand new. The line under the choices says what each one holds.

  2. Build it

    Choose Build demo. It takes a few seconds, then every page shows the sample data.

While sample data is on, a banner at the top of every page says You're looking at demo data, so you never mistake it for your own money.

Switch back to your own data

Choose Back to my data in the banner, on any page. Your own accounts and transactions are exactly as you left them.

To see the demo again later, choose Show demo data under Demo data on your Profile. New demo in the banner builds a fresh one of the same kind, and Delete demo on your Profile removes it.

Good to know

  • Sample data shows only in the browser where you turned it on.
  • Pages your plan doesn't include stay locked with sample data too.
  • Deleting your account deletes your demo as well.

Frequently Asked Questions

No. It's kept completely apart from your own data. You see one or the other, never both at once.

The sample banks are made up, so connecting and syncing are off while sample data shows. Choose Back to my data first.

Every demo has a number, shown in the banner. Type the same number in Demo number (optional) on your Profile to build exactly the same demo again.

Was this helpful?

Related answers

Still need help?

Our team answers every request, usually within 1–2 business days.

Contact support