Documentation

Finmora Help Center

Step-by-step guides, video tutorials, and documentation to help you get the most from Finmora.

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Documentation

42 Articles

Video Guides

16 Videos

FAQs

60+ Answers

Tutorials

24 Guides

Getting Started

Begin your Finmora journey with these essential guides.

1 10 min
Creating Your Family Workspace

Set up your shared household space, add your profile photo, and configure basic preferences.

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2 8 min
Inviting Your Partner & Family

Invite family members with customized privacy roles and shared vs. private visibility.

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3 15 min
Connecting Your First Account

Step-by-step walkthrough of adding a bank account, card, or currency to your ledger.

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4 10 min
Setting Up Your First Budget

How to create a category budget and let Finmora track it automatically.

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5 8 min
Creating a Savings Goal

Set a milestone target — like a home down payment — and track progress toward it.

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6 10 min
Talking to Your AI CFO

Learn how to ask your AI Chief Financial Officer questions about your family finances.

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Module Documentation

Deep-dive documentation for each Finmora module.

Family Workspace

8 articles

Invite members, set roles, and manage shared vs. private visibility.

AI Chief Financial Officer

6 articles

Ask questions, get forecasts, and receive proactive spending alerts.

Multi-Currency Ledger

7 articles

Connect accounts, track balances, and understand live rate conversion.

Goals & Milestones

5 articles

Create savings targets and track progress toward family goals.

Dashboard & Reports

9 articles

Live dashboards, analytics reports, and data exports.

Smart Budgets

6 articles

Adaptive category budgets and overspending alerts.

Security & Privacy

5 articles

Encryption, privacy controls, and the Zero Data Selling Pledge.

System Settings

6 articles

Account configuration, currency preferences, and notifications.

Video Learning

Prefer Watching Over Reading?

We have 16 detailed video tutorials covering every major feature of Finmora, from setup to advanced reporting.

Access Video Library Talk to Support