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Finch

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Customer portal

Linking your bank accounts to Finch allows for seamless integration of your financial data, making it easier to manage your finances in one place. Follow the steps below to link your bank accounts securely to Finch.

 Open the Finch app and navigate to the "Accounts" tab.

 Select your bank from the list of supported institutions.

 Enter your online banking credentials to securely connect your account.

 Verify your identity through the bank's authentication process.

 Once verified, your account will be linked and you can start viewing transactions in Finch.

Following these steps ensures that your bank accounts are securely linked, providing you with a comprehensive view of your financial status within the Finch app.

How to link and manage your bank accounts within Finch.

Linking Your Bank Accounts

Experiencing issues with payments can be frustrating, but we're here to help. Let's walk through some common payment issues and the steps you can take to resolve them.

  Ensure that the bank account information you've entered is accurate. Double-check the account number and routing number.

  Confirm that you have sufficient funds in your account to cover the payment. Insufficient funds can lead to declined payments.

  Look at your recent transactions to ensure you haven't missed any payments or encountered any discrepancies.

  If you're encountering repeated issues, try updating or adding a new payment method. This could resolve potential issues with your current payment setup.

  Your bank might have more information on why a payment was not processed. Reach out to their customer service for further assistance.

If you continue to experience problems, please contact Finch Support for further assistance. We're here to ensure your financial transactions go smoothly.

Troubleshooting common payment-related problems.

Handling Payment Issues

Managing your transactions efficiently is key to maintaining a healthy financial portfolio. Finch makes it easy to view, categorize, and manage all your financial transactions in one place. Follow the steps below to get started.

 Open the Finch app and log in to your account.

 Navigate to the "Transactions" tab from the main menu.

 Browse through your recent transactions which are listed by date.

 Select a transaction you wish to categorize.

 Choose the appropriate category from the provided list such as "Groceries", "Rent", or "Utilities".

 Locate the transaction you want to edit in the transactions list.

 Tap on the transaction to open its details.

 Select "Edit" to update the relevant information like amount or category.

 Find the transaction you want to add a note to.

 Type your notes and tap "Save" to keep them with the transaction.

 Go to the transaction you want to delete.

 Open the transaction details by tapping on it.

 Tap the "Delete" option and confirm to remove the transaction from your list.

Guide on viewing, categorizing, and managing your financial transactions.

Transactions & Payments

Linking Your Bank Accounts

Handling Payment Issues

Managing Transactions