Plan your month before it starts
Overview
A short planning habit, run before the month begins, shows where the money is going while there is still time to change it. It is the difference between steering and reading the map afterwards.
Key Capabilities
Fifteen minutes on the last day of the month.
Finos projects the month ahead from your bills, income dates and current limits, so planning is checking a draft rather than building one.
The bill forecast
Every known payment on the day it lands, against the balance that will be there.
The known extras
Birthdays, travel and renewals you can see coming, added as one-off lines.
The leftover
What the month leaves for saving once the above is covered.
Setup Instructions
Do the first plan with last month open beside it; the comparison is where the useful changes appear.
01 — Open next month
Finos shows the projected calendar and the limits carried forward.
02 — Add the one-offs
Anything unusual coming up, with a rough amount.
03 — Confirm the leftover
Move it to a goal now, before the month has a chance to spend it.
Security & Privacy
Projections are built from data that never leaves your encrypted workspace. Nothing is shared with the institutions you connect, and nothing is used for anything but your own view.
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
