Help Center
Cycles
Planning
Bills
Credit Cards
Loans
Investments
Dashboard
Guides and video tutorials for using Finlo
Creating and managing cycles
What is a cycle? A cycle is any financial period you define — a month, a paycheck, a two-week stretch, or any…
Using the Planning tool
What the Planning tool is for The Planning tool lets you decide where your money is going before you spend it.…
Managing recurring bills
Bills are templates, not transactions A bill in Bill Management is a template for something you pay regularly…
Managing credit cards
Why cards are separate from loans A credit card is revolving debt — it doesn't have a fixed payoff schedule th…
Managing loans and other debts
What counts as a loan here Loans covers personal loans, auto loans, mortgages, student loans, and any other fi…
Tracking investments
How investments work in Finlo Investments are tracked as recurring contribution goals — a named target like "I…
Using the dashboard and adding transactions
What's on your dashboard Once you select a cycle, the Overview tab shows your key numbers up top, then your ac…