Getting started with FinTrack

FinTrack pulls your accounts into one place so you can see where money goes and what to do next. Here's the quickest way to get value out of it.

1. Connect your accounts

Go to Accounts and choose Connect account. Sign in with your bank on Plaid's secure screen. Checking, savings, credit cards, loans and investment accounts all work.

2. Let the first sync finish

Your first sync usually brings in up to a year of history. It can take a few minutes for some banks; you can keep using the app while it runs.

3. Review a few transactions

Open Transactions and check that categories look right. Fix any that don't. If you fix the same merchant twice, consider a rule so it's automatic from now on.

4. Set one budget

Open Budget and start with your two or three biggest categories. You can add more later.

5. Check your weekly briefing

Every week FinTrack writes a short briefing of what changed and what to look at. You'll find it under Briefing and in your inbox.