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Transactions

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.

Transactions

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.

Settings

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.

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