Milo Finance
Track balances, spending, and account activity without switching apps.
Overview
Milo Finance is a budgeting and balance-tracking app many people use before they find Finos. The integration imports Milo's history and keeps the two in step, so nothing is lost in the move.
Key Capabilities
Bring your history with you.
Finos imports up to three years of Milo balances and categories, then keeps reading Milo for as long as you use both.
History import
Past balances and spending, mapped onto Finos categories.
Two-way categories
A category renamed in Milo is renamed in Finos.
Account matching
Accounts you hold in both apps are shown once, not twice.
Setup Instructions
The import runs once and takes a few minutes; the ongoing sync is automatic afterwards.
01 — Choose Milo Finance
Press Connect and sign in to Milo.
02 — Review the mapping
Confirm how Milo's categories match yours; change any you like.
03 — Start the import
Finos pulls the history and shows a summary when it is done.
Security & Privacy
Milo data is transferred over an encrypted connection and stored in your Finos workspace only. Disconnect Milo and Finos keeps the imported history unless you ask it not to.
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
