Help Center
How can we help?
Search the help center or browse the topics below to find step-by-step answers about Finthy.
Getting started
4 articles
- Connecting your first bank The onboarding bank step, the three ways a bank gets in, what the syncing screen means, and what to do when nothing comes through.
- Creating your Finthy account What the sign-up form asks for, what happens between signing up and the dashboard, and what the Getting Started checklist actually contains.
- Understanding your dashboard Every part of the dashboard in order: the headline figure, the four tiles, the wealth chart, and the cards underneath.
- Verifying your email address Why verification is required, the link and the 6-digit code, what each error screen means, and what to do when the email does not arrive.
Connecting banks
9 articles
- Can I use Finthy if my bank is not supported? Yes. Add the bank yourself in a couple of minutes, or ask us to add it to the list, and what each one does.
- Connecting Brazilian banks How to add a Brazilian bank in the browser: pick it from the list, add its accounts, then import a statement or enter transactions yourself. Brazilian banks are manual, and that is free on every plan.
- Connecting Canadian banks The two ways to add a Canadian bank, step by step in the browser: automatic sync through Plaid on a paid plan, or picking your bank and adding its accounts for free.
- Connecting Chilean banks How to add a Chilean bank in the browser: pick it from the list, add its accounts, then import a statement or enter transactions yourself. Chilean banks are manual, and that is free on every plan.
- Connecting Mexican banks How to add a Mexican bank in the browser. Banamex, Banorte and HSBC México can be captured by the Finthy Chrome extension when you log into your bank; every other Mexican bank is manual, free on every plan.
- Connecting US banks The two ways to add a US bank, step by step in the browser: automatic sync through Plaid on a paid plan, or picking your bank and adding its accounts for free.
- Creating manual accounts Add an account you maintain yourself: cash, a card, a loan, or a bank Finthy cannot sync. Every field in the Add Account window, how the balance stays right, and how to hide or delete one.
- How bank connections work The three ways a bank gets into Finthy, what a connection contains, and when you have to reconnect one.
- How often do transactions sync? What makes transactions arrive: Plaid notifications and a daily balance refresh in the US and Canada, the Chrome extension for three Mexican banks, and imports everywhere else. There is no refresh button.
Transactions
9 articles
- Editing and categorizing transactions What you can change on a transaction, the one thing only manual transactions allow, the running balance checkbox, and every bulk action with its limits.
- Exporting your transactions Where the exports live, what the transaction CSV and Excel files contain column by column, the PDF financial statement, the category analysis and the full ZIP. Free on every plan.
- How transactions are stored Where a transaction comes from, which fields you can change and which the bank owns, where an account balance comes from, and every field a transaction carries.
- Importing transactions from files and images Upload or email a statement and Finthy reads it with AI: the accepted formats, the review step, what it does to your balance, the monthly limit and every error you can hit.
- Managing duplicate transactions How Finthy spots duplicates on import, how to mark one yourself and pick the original it copies, what the Duplicate badge changes, and how to undo it.
- Recording manual transactions Add a transaction by hand: every field in the form, the Update account balance toggle and what it does on add, edit and delete, and the rules the form enforces.
- Splitting a transaction How to divide one charge into separate parts with their own categories, the two to four limit, why the parts must add up, and what the list shows afterwards.
- Understanding transaction categories The default categories, how keyword matching assigns them, subcategories, and the Needs, Wants and Savings purpose behind each one.
- Viewing and searching transactions Every filter on the Transactions page, what each one actually does, and why a filter left on is the usual reason a transaction looks missing.
Budgets
4 articles
- Budget alerts and notifications The five alert types, where the threshold is set, how the alerts list works, and why a rollover alert can tell you about a deficit.
- Creating your first budget Every field in the Create Budget form: the three budget types, the six period types, rollover, alerts and thresholds. Plus the faster route through a template.
- Tracking budget progress The overview, the three statuses, what a budget's detail page shows including Spending Velocity and Excluded Transactions, and the insights Finthy raises on its own.
- Using budget templates The four templates Finthy offers, what each is best for, and the four steps that turn one into a set of real budgets using your own spending averages.
Calendar
2 articles
Reports
4 articles
- Analyzing spending trends over time The Trends page: four charts, a period from one month to two years, and daily, weekly or monthly grouping. Included in paid plans.
- Tracking your net worth How Finthy works out net worth from your account balances and your financial inventory, every asset and liability type available, and how ownership share is handled.
- Understanding the cashflow report What the Cashflow page shows: Money In, Money Out, Transfers and Available Money, the income and expense breakdowns, the Money Flow chart and the 50-30-20 analysis. Included in paid plans.
- Understanding your spending by category Where a transaction's category comes from, why it is sometimes wrong, how to change it for one or for many, and where to see spending grouped by category.
Finthy AI
3 articles
- Finthy AI message limits How many questions you get, that the allowance belongs to the space rather than to you, when it resets and what does not count.
- What Finthy AI can do Ask questions about your own money in plain language, what Finthy AI can read, and the one thing it can change.
- What Finthy AI stores, and what it sends The notice you accept before the first question, which data leaves Finthy, how long conversations are kept, and how to withdraw.
Tools and calculators
2 articles
- Changing your default currency What the default currency does, where to change it, what changes when you switch, and why it is not a paid feature.
- Supported currencies and exchange rates The 54 currencies Finthy supports, how conversion uses the rate for a transaction's own date, and what happens when a day's rate is missing.
Integrations
1 article
General
4 articles
- Getting help and support Where to look first, how to reach a person, what each plan includes, and the handful of things worth trying before you write.
- Using Finthy on mobile devices Finthy runs in your phone's browser at app.finthy.com today, with the same account and the same data. What works well on a phone, what needs a desktop, and where the native apps stand.
- What is Finthy? What Finthy does, the 17 countries it covers and how banks connect in each, what is free and what is paid, and where it runs.
- Which countries and banks Finthy supports The countries you can add a bank from, which of them sync automatically, and what to do when your bank or country is missing.
Settings
5 articles
- Changing your email address How the change works: a confirmation link to the new address that expires in one hour, a cancel link to your current address, and a fresh sign-in once it is done.
- Changing your language preferences Finthy's interface is available in English, Spanish and Portuguese (Brazil). Where to change it, what changes with it, and what stays in the language it was written in.
- Deleting your Finthy account Deletion is scheduled, not immediate: you have 7 days to cancel it. What happens straight away, what happens after 7 days, and what to do before you start.
- Notification preferences One toggle controls email; in-app notifications are always on. What Finthy notifies you about, where budget alerts are configured instead, and why push is not here yet.
- Updating your profile information Everything on the Account tab: your name, default currency, default language, time zone and income currency, and the one thing that is changed elsewhere.
Security
5 articles
- How we protect your bank data The mechanics: how each kind of connection is secured, what leaves Finthy and to whom, how long every kind of data is kept, and the controls on your account.
- Is my financial data secure? What Finthy can and cannot do with a connected bank, where your bank login actually goes, what we store and who else sees it, and the controls you have over all of it.
- Resetting a forgotten password How the reset link works, how long it lasts, why the confirmation message is deliberately vague, what a completed reset changes, and what to do when the email does not arrive or sign-in is locked.
- Setting up two-factor authentication (2FA) How to turn on 2FA with an authenticator app, how the 10 backup codes work, what happens to your other sessions and connected apps, how to turn it off, and why there is no way past it if you lose both your app and your codes.
- Your password The one rule Finthy actually enforces, how to change your password from Settings, what a change does to your other sessions, and what to do when you do not know your current password.
Privacy and your data
1 article
Billing
6 articles
- Differences between subscription plans What Free, Plus, Pro and Business each include, with the real limits on banks, accounts, people and history.
- How do I cancel my subscription? Where to cancel, what happens to data over the free limits, and how to undo a cancellation.
- Managing your payment methods Payment methods live on the Billing page, not in a Settings tab. How to add a card, set a default, remove one, and what happens to a shared space you pay for.
- Understanding your subscription and billing Where your plan is billed, what each subscription status means, when you are charged, and what happens if a payment fails.
- Upgrading your Finthy plan The two ways to upgrade, what unlocks the moment you do, and what to expect when you change plans part way through a cycle.
- Viewing and downloading invoices Where your invoice history lives, the five invoice states, the upcoming invoice, and what to expect before your first payment.
Troubleshooting
4 articles
- Account and login issues Signing in with a password, a passkey or two-factor, what locks an account and for how long, and how email verification works when the link does not.
- Bank connection issues What each sync status on the Banks page means, how to reconnect a bank that stopped syncing, and why the usual browser advice does not apply here.
- Contacting support How to reach us, what each plan includes and what to put in your first message, now in one article.
- Transaction sync problems How syncing actually works, why there is no refresh button, how far back your history goes, and what to do when transactions are missing or duplicated.