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.

Link your bank via Plaid to auto-import transactions.

Set spending limits by category and track them with visual ring charts.

Search our knowledge base or browse categories below.

Editing and deleting transactions

Modify any transaction detail or remove it entirely.

How categorization works

Understand the 3-tier AI categorization system and custom categories.

Setting up recurring transactions

Automate regular expenses and income entries.

Exporting your financial data

Download your transactions as CSV or PDF.

Searching and filtering transactions

Find any transaction with powerful search and filter options.

Can't find what you're looking for? Our support team is here to help.