Learn Finzu

Quick Start: Your First 5 Minutes

Set up your first account, record a transaction, and get an overview of the dashboard in under 5 minutes.

How to Add and Manage Accounts

Add bank accounts, cash wallets, credit cards, and savings pots. Understand account types, opening balances, and how to archive or delete accounts.

Recording Income, Expenses & Transfers

Learn the difference between the three transaction types and when to use each one. Understand why transfers must never be counted as income or expenses.

Setting Up Monthly Budgets

Create spending limits per category, track how much you've used, and get a clear picture of where your money goes each month.

Creating and Tracking Savings Goals

Set a savings target, link it to an account or just track progress manually, and see a projected completion date.

Tracking Debts and Loans

Track mortgages, personal loans, and money owed to or from you. Log repayments and see your remaining balance at a glance.

Importing Transactions from CSV or Excel

Bulk-import months of transaction history from your bank's export file. Map columns, preview rows, and detect duplicates before committing.

Setting Up Recurring Transactions

Automate regular income and expenses — salary, rent, subscriptions — so they appear in your history without manual entry each time.

Understanding Your Reports

Use the Reports page to review income vs. expenses, see spending by category, compare periods, and export your data.

Working with Multiple Currencies

Add accounts in different currencies, record transactions with automatic FX rate storage, and understand how net worth is calculated across currencies.