Getting Started

This getting started guide walks through the FinyxFin onboarding flow so new users can set up currency, review iCloud sync information, configure budgets, and create a first account.

đŸŽŦ Watch the Onboarding Tutorial

See the complete setup process in our step-by-step walkthrough.

â–ļī¸ Watch: Getting Started with FinyxFin

📱 Welcome to FinyxFin

When you launch FinyxFin for the first time, a short onboarding flow walks you through the essentials — setting your currency, choosing how you handle your paycheck timing, and optionally jumpstarting your budgets and creating your first account. The whole process takes just a few minutes.

đŸĻ

Track Accounts

Checking, savings, credit cards and more in one place

📊

Budget Smarter

Ready-made templates get your budget set up in seconds

📄

Manage Bills

Track and record recurring payments effortlessly

đŸ’ŗ

Transactions

Add, import, and organize all your spending

🔒

Secure & Private

Your data stays on your device — never sent to outside servers

☁ī¸

iCloud Sync

Free for all users — sync seamlessly across your Apple devices

🔄 Returning Users

If FinyxFin detects existing data in your iCloud account when you open the app — for example, after reinstalling or opening on a new device — the onboarding flow is skipped entirely. Your data is restored automatically and you go straight to the main app.

ℹī¸ Already have data?

If your iCloud account contains FinyxFin data, you'll be taken directly to your dashboard without seeing the onboarding screens.

📋 The Onboarding Flow

New users see a 6-page onboarding flow. The first four pages are required; the last two are optional and can be skipped.

1

Welcome

A brief introduction to FinyxFin. Tap Get Started to begin. Required.

2

iCloud Sync Info

Explains how iCloud sync works and that your data stays private within Apple's ecosystem. Informational only — tap Continue. Required.

3

Select Currency

Choose your home currency from quick-select buttons or browse all currencies. Required.

4

Salary Budget Timing

Tell FinyxFin when your salary applies to your budget — same month, next month, or not sure yet. Required.

5

Budget Templates

Optionally set up your budgets now using a guided 3-step wizard with pre-built templates. Optional — tap Skip for Now to come back later.

6

Create First Account

Optionally add your first bank account or credit card. Optional — tap Skip for Now to add accounts later.

Page 1 — Welcome

The welcome screen introduces FinyxFin and highlights its core capabilities. There's nothing to configure here — just read and tap Get Started when you're ready to proceed.

Page 2 — iCloud Sync Info

This page explains FinyxFin's data security model. It is purely informational — no toggle or action is required on this screen.

✅ Your Data is Secure

Your financial data is stored on your device and, if iCloud Sync is enabled, within Apple's encrypted iCloud infrastructure. FinyxFin never sends your data to external servers.

Key points shown on this screen:

  • Data is stored locally on your device by default
  • iCloud Sync is free for all users and optional — you can enable or disable it in Settings at any time
  • When enabled, data is encrypted and synced across all your Apple devices
  • Your financial data never leaves Apple's secure ecosystem
ℹī¸ Enabling or Disabling iCloud Sync

This screen is informational only. To turn iCloud Sync on or off, go to Settings → iCloud Sync after onboarding.

Page 3 — Select Currency

Choose the currency you use day-to-day. This becomes your default currency for all accounts and transactions.

The currency screen shows 8 quick-select buttons for the most common currencies (USD, EUR, GBP, CAD, AUD, JPY, INR, and more). If yours isn't visible, tap More Currencies to browse the full list.

🌍 Can't find your currency?

Tap More Currencies on this screen to search the complete list of supported currencies worldwide.

To change your currency after onboarding:

  1. Open Settings from the sidebar
  2. Tap Currency
  3. Select your preferred currency from the full list

Page 4 — Salary Budget Timing

This page helps FinyxFin understand when your salary should count toward your monthly budget. This setting affects how income is applied across budget months.

Choose the option that best matches how you're paid:

📅

Same Month

Your salary is applied to the budget for the month in which you receive it. Best if you're paid at the beginning or middle of the month.

⏊

Next Month if Received Late

If your paycheck arrives near the end of the month, apply it to next month's budget instead. Best if you're paid at month-end.

🤷

Not Sure

Not certain yet? Choose this and FinyxFin will use a sensible default. You can adjust this setting later in Settings.

ℹī¸ You can change this later

This setting can be updated anytime in Settings → Budget Settings after onboarding.

Page 5 — Budget Templates (Optional)

This optional page lets you set up your monthly budgets right away using a guided 3-step wizard. If you prefer to create budgets manually later, tap Skip for Now.

1

Enter Your Monthly Income

Type in your approximate monthly take-home income. FinyxFin uses this to calculate suggested budget amounts for each category.

2

Choose a Template

Pick the budget template that best fits your lifestyle. Each template pre-fills spending categories with percentage-based amounts derived from your income.

3

Review Allocations

See how your income is split across all categories. Confirm the allocations to create your budgets, or skip and set them up manually later.

Available Budget Templates

Seven pre-built templates are available, each reflecting a different financial philosophy:

5ī¸âƒŖ0ī¸âƒŖ

50/30/20 Rule

50% needs, 30% wants, 20% savings. A classic balanced approach for most people.

💸

Zero-Based Budget

Every dollar gets a job. Income minus all allocations equals zero — maximum control over your spending.

🏠

Essential Living

Focused on covering necessities first — housing, food, transport, and utilities.

💰

Savings First

"Pay yourself first." Prioritizes savings and investments before discretionary spending.

đŸ’ŗ

Debt Payoff Focus

Allocates an aggressive portion toward debt repayment to become debt-free faster.

😌

Minimal Budget

Keep it simple — only the most important categories tracked, with maximum flexibility elsewhere.

đŸŽ¯

Custom

Start from scratch and define your own categories and amounts from the ground up.

💡 Don't worry about getting it perfect

Budget amounts and categories can be edited anytime from the Budgets section after onboarding. Skipping this step doesn't prevent you from setting up budgets later.

Page 6 — Create Your First Account (Optional)

The final page lets you add your first financial account. This step is optional — tap Skip for Now if you'd rather add accounts after exploring the app.

Supported Account Types During Onboarding

Four account types are available at this stage:

🏧

Checking

Your everyday bank account for deposits and bill payments.

🐷

Savings

A savings or high-yield savings account.

💹

Money Market

A money market account that combines savings and checking features.

đŸ’ŗ

Credit Card

A credit card account to track spending and balances.

ℹī¸ More account types available after onboarding

Additional account types — such as Cash, Brokerage, Loan, and Goal accounts — are available through Accounts → Add Account once you're in the main app.

Creating the Account

1

Choose Account Type

Tap one of the four account type cards: Checking, Savings, Money Market, or Credit Card.

2

Enter Account Details

Give your account a name, enter your current balance, and optionally choose a color and icon.

3

Tap Create

Your account is created and you'll proceed to the main dashboard.

🎉 After Onboarding

Once onboarding is complete, FinyxFin may ask for notification permission. This is used for bill reminders, budget alerts, and other timely nudges. You can grant or decline this at that point, and change it anytime in your device's Settings → Notifications → FinyxFin.

✨ You're in! Suggested next steps:
  • Add more accounts from Accounts → Add Account
  • Record your first transaction
  • Set up bills you want to track
  • Create or refine your monthly budgets
  • Enable iCloud Sync in Settings if you skipped it

Explore More Guides

đŸĻ

Accounts

Add and manage all your financial accounts

đŸ’ŗ

Transactions

Record expenses, income, and transfers

📊

Budgets

Create and manage your monthly spending plan

📄

Bills

Track and record recurring payments

❓ Frequently Asked Questions

Can I skip parts of the onboarding?

Pages 1–4 (Welcome, iCloud Info, Currency, Salary Timing) are required and cannot be skipped. Pages 5 and 6 (Budget Templates and Account Creation) both have a Skip for Now button. You can complete everything they offer later through the main app.

I reinstalled the app — why did onboarding not appear?

If FinyxFin finds existing data in your iCloud account, onboarding is skipped and you're taken directly to the dashboard with your data restored.

My currency wasn't in the quick-select list. What do I do?

Tap More Currencies on the currency screen to browse and search the full list of supported currencies.

Can I change my salary timing or budget templates later?

Yes. Salary budget timing can be changed in Settings → Budget Settings. Budget categories and amounts can be edited or recreated at any time from the Budgets section.

Are there any demo transactions or sample data after setup?

No. FinyxFin starts completely blank. Everything you see in the app comes from data you enter yourself — there's no sample data to clean up.

When does FinyxFin ask for notification permission?

Notification permission is requested after onboarding is complete — not during it. You can grant or deny it at that prompt, or change it later in iOS/macOS Settings → Notifications → FinyxFin.

đŸ’Ŧ Need Help?

📧 Contact Support

Email us at: support@finyxfin.app

Include "Getting Started" in your subject line for faster assistance.