Getting Started with Finqora

Managing your personal finances doesn't have to be overwhelming. With Finqora, you can go from zero to a complete financial picture in just a few minutes. Here's how to get started.

Step 1: Create Your Account

Head to the Finqora dashboard and sign up with your email. The Free plan gives you everything you need to start — unlimited transactions, budget management, and bill reminders.

Step 2: Add Your Financial Accounts

Start by adding the bank accounts, credit cards, and wallets you use regularly. Finqora supports unlimited financial accounts, so add as many as you need. Each account tracks its own balance independently.

Step 3: Record Your First Transactions

Add your recent income and expenses. You can categorize each transaction — Finqora comes with a comprehensive set of default categories, and you can create custom ones too.

Pro tip: Make it a habit to log transactions daily. It takes less than a minute and keeps your data accurate.

Step 4: Set Up Budgets

Create monthly budgets for your key spending categories:

• Essentials: Rent, groceries, utilities
• Lifestyle: Dining out, entertainment, subscriptions
• Savings: Emergency fund, investment contributions

You'll get alerts when you're approaching your budget limits, helping you stay on track without constant checking.

Step 5: Define Your Goals

Whether it's building an emergency fund, saving for a vacation, or paying off a loan — set it as a financial goal in Finqora. Track your progress with visual indicators and target dates.

Step 6: Explore Your Financial Health

Once you have a few weeks of data, check your Financial Health Score. It's a comprehensive view of your financial wellness based on your savings rate, debt-to-income ratio, and emergency fund coverage.

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That's it — you're set up! The more consistently you use Finqora, the more valuable the insights become. Happy tracking!