Set up Finsplore in 4 steps
The four steps that take you from a new account to a clear picture of your spending, with a link to the full guide for each one.
Setting up Finsplore takes four steps. Each one has its own guide if you want more detail.
Before you start
- An email address you can open now, for the code Finsplore sends you.
- A recent statement from your bank, downloaded from your bank's internet banking. A CSV file covering the last 3 months is a good place to start.
Create your account
Go to app.finsplore.io, click Sign up and enter your email address. Finsplore emails you a 6-digit code to confirm the address is yours. Then enter your first name and choose whether to turn on two-factor sign-in.
Import your first statement
On the Add your first account screen, click Import a statement. If you skipped it, open Accounts and click Add account. Choose your bank, drop in the statement file, check the account details and click Import.
Check your categories
Finsplore puts every transaction into a category, such as groceries or transport. Open Transactions and look over the list. If a transaction is in the wrong category, move it, and choose whether similar transactions should move too.
Set a budget or a goal
Open Budgets and click Add budget to plan how much you want to spend in a category. Or open Goals and click New goal to start saving towards something, like a holiday or a home deposit.
See Create a budget and Create a goal.
Keep it up to date
Finsplore does not update your accounts by itself. To bring an account up to date, import a newer statement. Finsplore checks it against the transactions you already have, so overlapping dates are fine.
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