Live personal finance workspace

Good morning, Aminur

Help center

How can we help?

Guides for every part of your Finora workspace, plus answers to common questions.

Accounts & Wallets

Track bank accounts, mobile wallets, cards, and cash in one place. Add or delete accounts from the Accounts page.

Transactions

Log income and expenses against any account. Use the search box and income/expense filters to find records fast.

Investments

Track your investment portfolio — stocks, mutual funds, bonds, crypto, and more. Add investments with purchase details, monitor current value and returns, and view allocation breakdowns.

Budgets & Goals

Set monthly caps per category and savings goals. Add money to a goal any time and watch progress fill up.

Money owed

Track money you will get back (you paid for someone) and money you still need to pay (you borrowed), with due dates and settlement progress.

Privacy & data

All records are stored in your own Neon Postgres database. Workspace preferences stay in your browser.

Frequently asked questions

Where does my data live?

Your accounts, transactions, budgets, goals, debts, and investments are saved server-side in a Postgres (Neon) database, so they follow you across devices.

How do I change my currency?

Open Settings → Currency and pick your currency. Every amount across the app re-formats instantly.

Can I use dark mode?

Yes — toggle the moon/sun button in the header or choose a theme in Settings. Your choice is remembered.

How do I delete a record?

Every account, transaction, budget, goal, and debt row has a trash button. Deleting asks for confirmation and cannot be undone.

What do the header alerts mean?

The bell shows budget, due-date, and goal alerts computed from your live data — nothing is emailed unless you enable the digest in Settings.

Still stuck?

Head to settings to review your workspace, or start exploring the dashboard.