How to delete my data in Finplan?

Learn how to delete your data in Finplan using the “Start from zero” feature. Also understand whether your data is secure and how to exercise your rights.

How to correct the current balance of an account?

Learn exactly how to correct a current account balance in Finplan, whether adjusting the opening balance or verifying and correcting incorrect transactions, to keep your finances accurate and aligned with reality.

How to create a financial goal in Finplan?

Learn how to create and track a financial goal in Finplan: set the target amount and the deadline, and follow the projection until you reach your goal.

How to use the Dashboard in Finplan?

Get to know the Finplan Dashboard, the home screen with the monthly summary, and learn to pick the month, hide values and use quick actions.

How to filter and search transactions in the Finplan statement?

Learn how to search transactions in the Finplan statement and filter by period, account, category and movement type to find what you need.

How to use the command palette in Finplan?

Learn how to open the Finplan command palette with Ctrl+K and use shortcuts to record expenses, income, cards and goals quickly.

How to mark a credit card purchase as recurring in Finplan?

Learn how to mark a purchase as recurring on a credit card in Finplan, see how to edit and delete it and which frequency is available.

How do credit card bills work in Finplan?

Understand how credit card bills work in Finplan: where to see them, what each status means and which bill your purchase goes into.

How to register a credit card in Finplan?

Learn how to register a credit card in Finplan, set the limit, closing and due days, and see how to edit or delete the card later.

How to pay or split a credit card bill in Finplan?

See how to pay a credit card bill in Finplan, pay in advance or split the bill, choosing the account and the amount.

How to record an installment purchase on a credit card in Finplan?

Learn how to record an installment purchase on a credit card in Finplan, choose installments and installment type, and edit or delete it.

How to record a credit card refund in Finplan?

See how to record a credit card refund in Finplan when a purchase is returned or canceled, and how to edit the refund later.

How to use Planning in Finplan?

Learn how to use Planning in Finplan to compare planned and actual income and expenses, month by month, and track how your net worth evolves.

How to cancel my Finplan subscription?

See how to cancel your paid Finplan subscription on Android (Google Play), on iOS (App Store) or on the website, keeping access until the paid period ends.

How to subscribe to a Finplan plan?

See how to subscribe to a paid Finplan plan on the website (appfinplan.com), on Google Play or on the App Store, and where to check current prices.

How to manage or change my Finplan plan?

See how to manage or change your paid Finplan plan through the Stripe Portal on the website, or through the Google Play and App Store subscription settings.

Why does an account or card appear blocked in Finplan?

Understand the free plan limit in Finplan and why an account or credit card appears blocked with a lock icon, and how to unlock it.

How do pending transactions work in Finplan?

Understand what pending transactions are in Finplan, where to find them, and how to edit or confirm entries that are awaiting validation.

How to start from zero in Finplan?

Learn how to use the “Start from zero” feature in Finplan to erase all your data and restart your account. Find out what it does and when to use it.

How to enable or disable notifications in Finplan?

Learn how to enable or disable Finplan notifications on your mobile device by accessing settings within the app and adjusting your preferences to receive alerts.

How to correct the Account Statement in Finplan?

Discover what the account statement is in Finplan and how to adjust it so the statement and balance match your bank records.

How to edit the details of a checking account in Finplan?

Understand what account details are in Finplan and how to edit the information of a registered account.

How to edit my profile in Finplan?

Learn how to edit your profile information in Finplan, which personal data can be updated and how to safely update your details within the platform.

What is the default currency and how to change it?

Understand what the default (local) currency is in Finplan, how it affects your balances, and how to change it.

How is the total balance calculated in Finplan?

Understand how the total balance is calculated in Finplan, including balances from domestic and international accounts.

How to create an account with more than one currency?

Learn how to create and manage accounts with more than one currency in Finplan by creating separate accounts for each currency and entering balances correctly.

How to create a bank account in Finplan?

Learn what a bank account is in Finplan and follow the step-by-step process to add your account and maintain good financial control.

How to make entries in another currency in Finplan?

Learn how to record entries, such as income and expenses, in another currency in Finplan.

How to record income, expenses, and transfers in Finplan?

Understand how to record income, expenses, and transfers in Finplan in a practical way to make financial control easier.

How to recover your Finplan password?

Learn how to recover your Finplan account password step by step, without losing your data, and continue accessing the platform.

How to sign up for Finplan?

Learn how to sign up for Finplan, see the available signup options, and start your financial management journey with step-by-step guidance.

How to categorize expenses or income in Finplan?

Learn how to categorize expenses or income in Finplan. Transactions alone are not an easy task to manage unless you categorize them efficiently.

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