Overview and reports
Your Overview, custom dashboards and reports on cash flow, spending and income.
5 articles
How do I add income Finly Money missed?
On Reports, choose Add income we missed under the income list. It lists money that came in but doesn't count as income yet, grouped by payer. Tick what's really income, choose an income category, and confirm.
How do I change the period?
Use the period picker under the greeting on your Overview, or at the top of Reports. The arrows step back and forward; tap the label to pick a quick period, a month or your own dates. On Thrive and Thrive Duo, you can also choose the period each dashboard opens on.
How do I customize my dashboard?
Choose Customize on your Overview. Drag widgets to move and resize them, add new ones from the list or with Add widget, and edit each one's data, chart and settings. Changes stay a draft until you choose Save. Included with Thrive and Thrive Duo.
How do I read my reports?
Reports shows where your money came from, where it went and what you kept, for any period. Switch between Cash flow, Spending and Income, choose a chart, filter by accounts or tags, and tap anything to see the transactions behind it.
Understanding your Overview
Your Overview is your home page: your month in four figures (income, fixed costs, everyday spending and what's left over), then charts and lists of where your money went. While you're getting started it shows four setup steps, and a note says if anything isn't counted yet.
Still need help?
Our team answers every request, usually within 1–2 business days.