How-to guide: Table of Contents

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. 

  1. Introduction
  2. Accuracy Indicator
  3. Connecting your bank account
  4. Setting up Rules
  5. Adding transactions manually
  6. Tagging a transaction
  7. Understanding HMRC Categories
  8. Saying goodbye to receipts(mostly)
  9. Reconciliation and notifications
  10. Keeping your settings up to date
  11. Escalating transactions
  12. Filing your Self Assessment