Every Wednesday, Finly Money sends you a short look at your last week, Monday to Sunday: what you spent, what stood out and what's coming up. It's about your personal money: business accounts, and charges you've marked as business, are left out. We skip weeks with nothing new to say.
What it covers
- How much you spent, with regular payments like rent or a loan payment named apart from everyday spending, compared with a usual week for you.
- A category that stood out, and the charge behind it.
- Money that came in, a price that went up, or a new regular charge.
- What's coming up in the next 7 days, and how the month is going against your budget.
- Anything that would make it more complete, like a bank that needs you to sign in again or transactions with no category yet.
Only categorized transactions are counted. Money with no category is named as left out, never added in. A refund comes off what you spent in its category, the way Budgets counts it, so something you returned isn't counted as spending. A bank that needs you to sign in again is left out of last week and of the weeks it's compared with, so the comparison stays fair. Every figure is checked against your transactions before it's sent.
On Monday, a heads-up when needed
If something you can fix would leave Wednesday's check-in incomplete, like a bank that needs you to sign in again, a statement ready to upload, or a lot of transactions with no category, we send one short message on Monday so there's time to fix it. If everything's in order, you won't hear from us until Wednesday.
By email or by text
It comes by email unless you turn it off. On Thrive and Thrive Duo you can get it as a text instead, and if you already get texts from us, it comes by text. You never get both, and a check-in text never comes on a day we've already texted you.
Open your Profile
Go to Settings, then Profile, and find Weekly check-in.
Choose how it reaches you
Turn Email on or off, and on Thrive or Thrive Duo turn on By text instead. The same switch is under Text messages as Weekly check-in.
Check where the next one goes
The card shows when the next one comes and where, and the last few we sent.
See it before it comes
Preview this week's shows this week's check-in from your money as it stands right now, as a text and as an email, and whether it would be sent. Send me a test sends it to you now, marked as a test. You can send up to 5 tests a day, and on Thrive each preview Finn words for you counts toward those 5.
Stopping it
Reply WEEKLY OFF to a check-in text to stop just those texts, and WEEKLY ON to bring them back. Reply STOP to stop all our texts. Every check-in email has a link to stop it, and you can turn it off on your Profile any time.