Getting Started Guide
Everything you need to set up FinFlow in minutes.
1
Create Your Account
Sign up with your email and verify your identity. Your data is encrypted from day one.
Go to Settings →2
Link Your Bank Account
Connect your bank via secure OAuth. We use read-only access — we can never move your money.
Go to Wallet →3
Set Up Payment Methods
Add credit cards or payment accounts to track spending across all channels.
Manage Cards →4
Review Your Dashboard
See your income, expenses, and financial health at a glance on the Overview page.
View Dashboard →5
Set Financial Goals
Create revenue targets, expense limits, and milestones to stay on track.
Set Goals →6
Enable Notifications
Get alerts for low balance, overdue invoices, and goal milestones.
Manage Alerts →