Help & Support
Find answers to common questions or get in touch with our support team
Frequently Asked Questions
Getting Started
How do I create my first account?
After registration, go to the "Accounts" section and click "Add Account". Enter your account name, select the currency, and set the initial balance. You can create cash, bank, credit, debit, savings, brokerage, investment, and cryptocurrency accounts.
How do I add my first transaction?
Navigate to "Transactions" and click "Add Transaction". Choose the transaction type (income, expense, transfer, or correction), select the account, category, enter the amount and description. The transaction will be automatically recorded.
How do I set up categories for my transactions?
Go to "Categories" to manage your transaction categories. You can create custom categories with icons and colors, or use the pre-defined ones. Categories help you organize and analyze your spending patterns.
Transactions & Accounts
Can I transfer money between accounts?
Yes! Create a "Transfer" transaction type. Select the source account, destination account, and amount. The system will automatically update both account balances.
How do I edit or delete a transaction?
In the transactions list, click on any transaction to view details. You can edit the amount, category, description, or date. To delete, use the delete button in the transaction details.
Can I import transactions from my bank?
Currently, FinKeeper requires manual transaction entry. However, we're working on bank integration features for future releases.
Budgets & Goals
How do I create a budget?
Go to "Budgets" and click "Create Budget". Set a monthly spending limit for selected categories. The system will track your spending against the budget and alert you when you're approaching the limit.
How do financial goals work?
In "Goals", you can set savings targets with deadlines. Track your progress and receive motivation as you get closer to achieving your goals. You can set goals for vacations, emergency funds, major purchases, etc.
Can I get notifications about budget limits?
Yes! Enable email notifications in your account settings. You'll receive alerts when you reach 95% of your budget limit.
Reports & Analytics
What reports are available?
FinKeeper provides expense by category reports, balance trend analysis, income vs expense comparisons, and monthly spending summaries. All reports can be filtered by date range and account.
How far back can I view my financial data?
You can view all your data since account creation. There are no limits on historical data viewing or reporting.
Can I export my financial data?
Yes. You can export reports to PDF and Excel from the Reports section.
Security & Privacy
How secure is my financial data?
Your data is encrypted in transit and at rest. We use industry-standard security practices including HTTPS, secure authentication, and regular security audits. We never store your banking credentials (unless you explicitly add them yourself in comments or other fields that are stored in the system).
Can I change my password?
Yes, go to your account settings to change your password. We recommend using a strong, unique password and enabling two-factor authentication when available.
What happens if I forget my password?
Use the "Forgot Password" link on the login page. You'll receive an email with instructions to reset your password securely.
Contact Support
Can't find the answer you're looking for? Send us a message and we'll get back to you as soon as possible.