Budfinix Help Center
Guides for every feature in Budfinix — wallets, bills, goals, and more.
Getting started
4 articlesCreate a Budfinix account
Register with a username you will use to sign in, then open the dashboard.
Set locale, timezone, and currency
Choose language, time zone, and preferred currency under Language & region. Dark mode is in Appearance.
Reset your password
Recover access when you forget your Budfinix password.
Sign in and two-factor authentication
Sign in with your username and password, then a 6-digit authenticator code when 2FA is on.
Categories
Popular guides
FeaturesDelete your account
Delete your account from Profile with your password. You are signed out, and the account is removed after 30 days.
Notifications
Read alerts from the header bell, and turn browser notifications on or off under Signed-in devices.
Password, 2FA, and sessions
Change your password, manage two-factor auth and recovery codes, and revoke signed-in devices.
Privacy and data choices
Review the Terms and Privacy versions you accepted, and turn optional news, personalised offers, and partner interest on or off.
Depreciation, maintenance, and expiry alerts
Use straight-line depreciation, salvage and useful life, maintenance logs, and lead-time alerts for expiry or service.
Manage assets
Track holdings with quantity and book value, organize custom categories, and roll assets into net worth.
Cancel a plan and view billing history
Cancel renewal under Settings → Billing, keep access until the paid period ends, and export or review billing history.
Checkout and promo codes
Choose a plan under Settings → Billing → Plans, apply a promotion code on that page, then pay in Stripe.