How To Use AI Features

Notion Integration

Designing & Publishing Templates

Multiple User Support

Adding Blocks / Tracking Scenarios

Exporting Transactions

Saving Filtered Views on Transactions

Applying Templates

Setting Budgets

How Often Data Is Refreshed

Keeping Account History For Closed Accounts

Account Disconnected

Disable Account

Tracking Manual Asset Accounts

Submitting Feedback and Requests

Global Currency Settings

Duplicate Data: Adding The Same Institution Multiple Times

Data Status In Sync

How To Manage 'Transfers' In Fina