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Choose the right company or personal workspace

Choose the workspace that matches the work you need to do: a personal workspace for personal finance pages, or a company workspace for business and accounting pages. The active workspace controls which data, navigation items, and settings you can see, and switching workspaces reloads the app into the selected context.

3 min readAll workspaces Get started with Finanly

Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

4 min readAll workspaces Manage account and company settings

Use Account Settings to update your user profile, current workspace or company display name and logo, password, and DBA information where your role allows it. You can also switch between available companies from the sidebar, while company creation and durable bank-account workflows are covered in the related companies-and-modes and bank-account guides.

5 min readAdministrators Navigate Finanly and change display preferences

Use the sidebar or the Go to command palette to move around Finanly, and use the theme button to switch between light and dark display modes. These preferences change how the app looks and where you go, but they do not change your books or money data.

3 min readAll workspaces Sign in and reset your password

Use the Sign in page to access your workspace, or use Forgot password to request a reset email. If the reset link is missing, expired, or already used, request a new one and then set a new password from the reset page.

4 min readAll workspaces Understand roles and workspace access

This article explains how workspace access works in Finanly, including who can view profile, workspace, billing, and ledger features. It also explains what to do when a role, membership, or feature check blocks you.

5 min readAll workspaces

Browse by topic

Getting startedStart with the right workspace and access.6 guides Connections and importsConnect sources and understand synchronization.9 guides Banking and transactionsBalances, review, transfers and documents.12 guides Books and closeAccounts, journals, statements and exports.10 guides Invoices and paymentsDrafts, posting, credits and invoice delivery.6 guides Customers and suppliersParty records, summary columns and maps.3 guides Products and landed costStock, units, valuation and shipments.6 guides ReconciliationPayouts, vendor bills, returns and COGS.5 guides Reports and questionsBuild, understand, save and export reports.8 guides Personal planningSpending, baskets, goals and subscriptions.10 guides Plans and billingCurrent plans, access and billing requests.1 guides Compliance evidenceTraceability, certificates and review reports.1 guides Help and securityTroubleshooting, status and support.3 guides

Popular guides

Get started with Finanly

4 min readAll workspaces Understand bank balances and freshness

Bank balances can come from a provider snapshot, a cached provider balance, or a ledger-based balance, and those values are not the same thing. This article explains how to read the balance fields, what freshness means, and why a balance may be shown as unavailable, unknown, or zero.

5 min readAll workspaces Create, review and post a sales or purchase invoice

Create a sales or purchase invoice draft and review the saved invoice before posting. If a save is unresolved and its original request remains available in recovery, use Resume existing save rather than creating another invoice. Sending or printing a posted invoice is a separate action after submission.

8 min readBusiness Manage products and read stock values

Use Products to create, edit, search, and remove inventory items in your current workspace. You can also read each item’s stock quantity, stock unit, and estimated stock cost, and tell the difference between a verified zero and a value that is unavailable.

7 min readBusiness Build an exact report in Report Studio

Build an exact report in Report Studio by choosing fields from the schema, setting rows, columns, values, and filters, then running a preview to review the current result. You can also save, load, favorite, or delete reports, and the preview uses Core-calculated totals and unit details rather than browser-side math.

8 min readAll workspaces Set up your personal planner

Set up your personal planner by entering your income sources, fixed expenses, and planner baskets, then choosing how unspent basket funds should roll over. The planner uses your current workspace settings and real account balances to estimate available to spend, so you can review planning totals before you save changes.

6 min readPersonal