Getting Started with Finch
Last updated July 12, 2024
Welcome to Finch! This guide will help you set up your account and start managing your finances effectively.
Step-by-Step Guide
- Download the Finch App
- Visit the App Store or Google Play Store
- Search for "Finch"
- Click "Install"
- Create an Account
- Open the Finch app
- Click on "Sign Up"
- Enter your email address and create a password
- Verify your email
- Set Up Your Profile
- Fill in personal details such as your name, age, and financial goals
- Customize your profile settings
- Link Your Bank Account
- Navigate to the "Accounts" section
- Click "Add Account"
- Select your bank from the list and enter your login credentials
- Verify the account by following the on-screen instructions
- Explore Features
- Take a tour of the app to familiarize yourself with features like budgeting, savings goal, and investment options
- Customize the dashboard to show the information that matters most to you
- Set Financial Goals
- Go to the "Goals" tab
- Click "Add Goal"
- Enter details such as the name of the goal, target amount, and timeline
- Track your progress regularly
Congratulations! You are now set up and ready to start managing your finances with Finch.
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