A simple monthly money reset
Overview
A reset is not a budget rewrite. It is a short, fixed check-in at the turn of the month: what changed, what to carry forward and what to let go. Done the same way each time, it keeps a plan honest without making it a chore.
Key Capabilities
Four questions, once a month.
The reset works because it asks the same questions every time. Finos keeps last month's answers beside this month's, so you can see the trend instead of a single number.
What came in
Income by source, against what you expected.
What went out
Spending by category, with the three biggest changes called out.
What is left
Savings progress and the balance you start the new month with.
Setup Instructions
Pick a time you will keep: the first evening of the month, with the accounts already synced, is enough.
01 — Open the month view
Finos lines up the month just ended against your plan.
02 — Move one limit
Raise or lower the category that missed by the most.
03 — Set one intention
Write down the single change you want to see next time.
Security & Privacy
Your reset notes stay in your own workspace. They are encrypted at rest, visible only to the people you have invited, and deleted the moment you ask.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
