SET UP YOUR FINANCIAL PICTURE IN SIX STEPS.
Start with the few details that make FinHealth useful, then add depth when you are ready.
START SIMPLE
Create your account, choose your main currency, and add the bank, cash, investment, debt, or receivable balances you want to understand.
MAKE THE STORY CURRENT
Add income and spending, use categories that make sense to you, and connect recurring charges or subscriptions before they fade into the background.
TURN DATA INTO A PLAN
Create category budgets and savings goals, review forecasts and insights, then return to the dashboard whenever you need the full picture.
- Add accounts and opening balances.
- Record or import transactions.
- Create budgets, goals, and recurring rules.
- Use reports and insights to make the next decision.