Your guide to a clearer financial life
Overview
Clarity is knowing, at any moment, what you have, what you owe and what is coming. It does not need more discipline; it needs fewer places to look. This guide walks through the one-view setup that most Finos members settle into.
Key Capabilities
One view, three layers.
Everything in Finos sits in one of three layers, and a clear financial life is simply keeping each layer current.
Accounts
Every balance, in one list, refreshed as transactions arrive.
Plans
Budgets and goals that give the balances a direction.
Insights
Trends and alerts that tell you when something needs a decision.
Setup Instructions
Work through the layers in order. Accounts first, because nothing above them is accurate until they are complete.
01 — Connect every account
Including the ones you rarely use; they are where surprises hide.
02 — Set a simple plan
Three or four categories and one goal are enough to begin.
03 — Turn on alerts
Low balance, unusual spend and upcoming bills, so you are told instead of checking.
Security & Privacy
Clarity should never cost privacy. Finos encrypts every connection, never sells or shares your data, and shows you exactly which accounts are linked and who can see them.
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
