How-to guide: Introduction

Finmo is all about making your life easier (and saving you money, too). To get the most out of your experience, we want you to get as familiar with our app and features as possible. Of course, we don’t want to give you a ton of extra ‘homework’. But by whizzing through our guide, we promise you’ll be saving yourself time in the long run. You can also use the table of contents to jump to a particular area of interest. 

When you sign up to Finmo for free and log in to our app or web portal for the first time, you’ll be guided through a quick tutorial. We’ll also ask you to fill out our Accuracy Indicator. This lets us make sure that we’re able to give you the most accurate help possible for your unique situation. And it helps us to give you realistic live predictions of your tax bill. 

After that, it’s all about using our intelligent tracking features to manage your finances without breaking a sweat. There are lots of cool ways you can tap into our accountants’ collective fountain of knowledge too. We’ll walk you through all that in this guide.