One dashboard for every account
Overview
Switching between banking apps is where attention goes to die: five balances, five logins and no total. A single dashboard shows every account in one list, with the total that none of the apps can give you on their own.
Key Capabilities
Every balance, one screen.
Finos connects to banks, cards, savings and investment accounts and keeps them current, so the dashboard is the only app you need to open most days.
All accounts
Current, savings, cards and investments, with a net total at the top.
Live activity
Transactions as they arrive, categorised and searchable across every account.
One place to act
Move money, set a limit or start a goal from the same view.
Setup Instructions
Connect the accounts you check most often first; the rest can follow once the dashboard has earned its place.
01 — Connect
Choose an institution and follow its secure sign-in; Finos never sees your password.
02 — Name and group
Give each account a name you recognise and group the ones that belong together.
03 — Pin the total
Put the net figure at the top; it is the number that changes behaviour.
Security & Privacy
Every connection uses the institution's own secure access, with your credentials held by them and never by Finos. Disconnecting an account removes its data from your dashboard immediately.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
