Skip to main content
FinNudge / docs

Getting started

You're five minutes away from your first nudge.

1. Create your account

Sign up with email or Google at /signup. You land on Spark (free) by default, which includes demo data and manual transaction entry.

2. Connect a bank (Plus or Pro)

Upgrade to Plus or Pro to enable Plaid bank sync: a read-only connection that pulls transactions, balances, and recurring charges from 12,000+ US institutions.

  • FinNudge never stores your bank password.
  • All sync traffic is encrypted in transit.
  • Disconnect any time from Accounts.

3. Set a budget

Head to /categories and pick monthly limits for your top-spending categories. Enable rollover on any category to carry unspent cash to the next month.

4. Watch the nudges roll in

With a week of transactions, the five AI agents start generating contextual nudges: unusual charges, subscription creep, budget breaches. Find them on the Nudges page or on your Dashboard card.