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FinNudge Documentation
How FinNudge works, page by page. Start with Getting started if you're new, or jump straight to whichever section you're trying to figure out.
New here? Take the visual tour
Every screen, one page, in 60 seconds.
Get started
Using the app
Dashboard
The eight cards, what each one shows, and how to customize the layout.
Transactions
Edit, categorize, tag, split, and export every dollar in and out.
Categories
Build your own taxonomy, pick emojis, set colors, and tune auto-categorization rules.
Savings goals
Targets, deadlines, monthly contributions, and the surplus allocator.
Recurring
Auto-detected subscriptions, trial alerts, and price-hike warnings.
Cash flow
Income vs expenses, month over month, with a savings trendline.
Accounts
Connected banks, manual accounts, and connection-health troubleshooting.
AI nudges
The five agents, when they fire, and how to tune them.
Account & policy
Settings
Profile, notifications, dashboard layout, and connected banks.
Subscription & billing
Tiers, upgrades, downgrades, refunds, and invoices.
Privacy & security
Encryption, data access, and how we protect your financial data.
Data retention
24-month rolling window for raw transactions. Aggregates kept forever.
Need something else?
Email support@finnudge.money. We read every message and answer within one business day.