Getting started
New to Finly Money? Set up your account, bring in your money and find your way around.
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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.
Finding your way around
On a computer, every page is in the sidebar on the left, with Settings near the bottom. On a phone, the tab bar at the bottom has Accounts, Transactions, Overview and Investing, and More opens everything else.
How do I get help?
Open Help: the Help tab on the right edge of the screen on a computer, or the Help button in the top bar on a phone. Search for an answer, ask Finn, or choose Contact our team. You can also report a problem, with a screenshot.
How do I set up Finly Money?
Setup takes a few minutes: tell us what you'd like help with, add your accounts (or skip for now), choose a plan to start your free trial, then go to your Overview. If you leave partway, you pick up where you left off.
Searching Finly Money and keyboard shortcuts
Press ⌘K on a Mac or Ctrl K on Windows, or just start typing, to search transactions, merchants, accounts, categories and pages. Search understands amounts, dates, categories, tags and accounts, such as uber last month or groceries over 50.
What are the ways to bring in my money?
There are three: connect your bank so new transactions arrive on their own, upload PDF or CSV statements from any bank, or add transactions by hand. You can mix all three, and we check for duplicates.
What is Finly Money?
Finly Money is FinlyWealth's money app for people in Canada. It brings your bank accounts, credit cards and investments into one place, sorts your spending for you, finds your bills and subscriptions, and keeps your budget and net worth up to date.
Still need help?
Our team answers every request, usually within 1–2 business days.