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Frequently Asked Questions

Browse common topics or use the search above to find answers fast.

Getting Started

How do I set up my Finmora account?

After joining early access, log in and create your family workspace. Add your basic profile details, then invite your partner or family members and connect your first account. Our onboarding flow guides you through each step.

What is the minimum requirement to use Finmora?

Finmora is a browser-based Progressive Web App that works on any modern browser (Chrome, Firefox, Edge, Safari) and can be installed on your phone or desktop. No separate app-store download is required.

How long does setup take?

Basic setup typically takes about 10 minutes. Connecting all your family's accounts, currencies, and inviting members may take longer depending on how many you have — our guided onboarding walks you through it.

Family Workspace & Privacy

How do I invite my partner or family members?

From your family workspace settings, send an invite by email. You can assign each member a role that controls what they can see — shared household finances, or nothing beyond their own private data.

Can family members see my personal spending?

Only what you choose to share. Finmora's privacy controls let you keep shared expenses (like rent or groceries) visible to the family while personal discretionary spending stays private.

What happens to shared data if I remove a family member?

Removing a member immediately revokes their access to the shared workspace. Their own private data (if they had a separate account) is unaffected.

Multi-Currency & AI CFO

How many currencies does Finmora support?

Finmora supports live conversion across 140+ currencies, so accounts in different countries roll up into one accurate combined net worth figure, updated with real-time rates.

What can I actually ask the AI CFO?

Ask plain-English questions like "How much did we spend on dining out this quarter?" or "Can we afford a trip in June?" — the AI CFO answers using your family's real transaction history and can forecast cash flow ahead of time.

Is my data backed up?

Yes. We perform automated backups and follow a strict Zero Data Selling Pledge — your family's financial data is never sold or shared with advertisers.

Billing & Subscriptions

What does Finmora cost?

Finmora is currently free during early access. Pricing plans for after general availability will be announced to waitlist members before anything changes for existing accounts.

Can I change my plan later?

Yes. Once paid plans launch, you'll be able to upgrade at any time with prorated billing, and downgrades take effect at the next billing cycle.

How do I join early access?

Click "Join Early Access" from the homepage to add your family to the waitlist. We're inviting families in batches as we scale up.

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