Changelog
Follow up on the latest improvements and updates.
RSS
We have implemented the ability for you to sync accounts that require 2FA. When you sync an account that requires 2FA, you will now be prompted to enter the required 2FA directly on FinWise.
To enable 2FA and add another layer of security to your FinWise account, go to Settings > Profile > 2FA.
Our developer API is now live, you can view the documentation here: https://finwiseapp.io/docs/api
If you have any questions or feedback, please message us: hello@finwiseapp.io
Happy coding!
You can now add colors and emojis to your transaction tags. Try it out from Settings > Transaction Tags.
You can now import and export your account balance history.
This is useful if you want to import your balance history from another source like Mint or Monarch Money.
Try it out by going to Accounts > Import Balance History
improved
Accounts Page Improvements
We've improved the accounts page to show you more relevant information with a simpler, cleaner UI. Try it out by going to Accounts and clicking on an account.
You can now upload attachments (PDFs, images, CSV files etc) to transactions.
This is helpful if you want to record receipts or invoices associated with transactions.
To add an attachment, open a transaction and click "Upload Attachments".
You can now set budgets for category groups.
This is helpful if for example you have a group called "Food" which has categories "Groceries" and "Takeouts" within it, you can now set a total budget for "Food" which will apply to the combination of "Groceries" and "Takeouts".
Try it out by going to Budget, and setting a budget for a group.
There is a new calendar view of your budget which lets you see your budget by days in the month. It's a great way to get a quick overview of your spending per day.
Try it out by going to Budget > Calendar. You can click on a particular day to see the transactions from that day.
You can now click on the bar charts on the Analyze page and drill down into your finances! Try it out by going to the Analyze page, and clicking on one of the bars on the bar chart.
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