Understand the main tabs, navigation, and where to find features.
The mobile app has five main tabs in the bottom navigation bar:
Features like Budgets, Reports, Accounts, Recurring Transactions, and Settings are accessible from the Home screen via quick action cards or from the profile/settings menu (top-right avatar). The web app shows these in the sidebar navigation for easier desktop access.
The web dashboard uses a left sidebar for primary navigation (Dashboard, Transactions, Budgets, Goals, Wealth, Reports, AI) and a top bar showing your profile, notifications, and theme toggle. The layout is fully responsive — on smaller screens, the sidebar collapses into a hamburger menu.
How to create your Finaps account
Sign up in under two minutes on any device.
Adding your first transaction
Record an expense or income in under 5 seconds using Quick Add.
Connecting your bank account
Link your bank via Plaid to auto-import transactions.
Changing your default currency
Switch your primary currency and understand how multi-currency works.
Our support team typically responds within 24 hours (4 hours for Pro subscribers).
support@finaps.co