Help Center

Find answers to your questions about using Finance Book and managing your finances.

Getting Started

Learn the basics of using Finance Book

Creating your account
Step-by-step guide to setting up your Finance Book account
Connecting your bank accounts
How to securely link your financial accounts
Setting up your first budget
Learn how to create and manage budgets

Managing Transactions

Track and categorize your financial activity

Adding manual transactions
How to add transactions that aren't automatically imported
Categorizing transactions
Best practices for organizing your spending
Splitting transactions
How to split a single purchase across multiple categories

Reports & Analytics

Gain insights into your financial habits

Understanding your spending reports
How to interpret your financial data visualizations
Tracking budget progress
Monitor how well you're sticking to your budgets
Exporting financial data
How to download your data in various formats

Account & Security

Manage your account settings and security

Changing your password
Steps to update your account password
Two-factor authentication
How to enable enhanced security for your account
Managing notification preferences
Customize when and how you receive alerts

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