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Features

Browse guides grouped by product feature.

Account & security

Delete 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.

Assets

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.

Sign-in & account setup

Create a Budfinix account

Register with a username you will use to sign in, then open the dashboard.

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.

Plans & billing

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.

Family invites and seats

Invite household members to Family plan seats, accept invites, and manage who shares the owner’s entitlements.

Dashboard

Understand your dashboard

Read net worth, income and expense, savings rate, module cards, and plan-gated health insights at a glance.

Debts

Manage debts, payoff plans, and refinance

Track liabilities, record payments, build a snowball or avalanche payoff plan, review the schedule, refinance terms, and open debt reports.

Savings goals

Savings goals and planners

Create Plus savings goals by kind, use kind-specific planners, record contributions, and track progress.

Lending

Borrowing, payments, and slips

Track money you owe under Money borrowed, submit a payment with a required slip, and wait for the lender to confirm.

Lending money to others

Create a loan you issue, choose how interest is calculated, and confirm borrower payments.

Reports

Reports, CSV, and PDF export

Use the Plus Reports hub: Overview, cash flow and module tabs, date presets, a wallet filter, Pro type filter, and CSV or PDF export.

Preferences

Set locale, timezone, and currency

Choose language, time zone, and preferred currency under Language & region. Dark mode is in Appearance.

Shared bills

Create and split shared bills

Add members, expenses, fees and tax, and payment details, then split equally or set each person’s share.

PromptPay and saved members

Reuse saved members and PromptPay details so Thai group bills settle faster with QR or payment info.

Share links and guest editing

Send a bill link for view or guest edit, create as a guest without an account, and know that archiving disables the link.

Subscriptions

Track service subscriptions

On Plus and above, record Spotify, Netflix, and other recurring services, set a reminder, and pause or cancel them.

Help & support

Send feedback with screenshots

Use Send feedback in the sidebar to share a problem or idea, with one screenshot up to 5 MB.

Support tickets, replies, and status

Open a support ticket from Help or Settings, reply in the thread, and read Received, SLA, and Priority badges.

Planning tools

Planning calculators

Estimate a home or car loan, retirement savings, and an emergency fund from the public Tools page. No account required.

Wallets

Budgets and spending alerts

Set a monthly wallet budget with category allocations, 80%/100% alerts, rollover, and copy from last month.

Categories and wallet settings

Manage expense and income categories with icons, and edit wallet name, currency, and settings.

Invite wallet collaborators

Share a wallet with view or edit access within your plan’s collaborator limit.

Create a wallet

Add a wallet with a name, currency, and optional starting balance within your plan’s wallet limit.

Import and export wallet CSV

Export transactions from the wallet list, or import a CSV from wallet Settings using the example file.

Recurring transactions

Post repeating income or expenses from Scheduled records (Plus and above). Enable or disable a rule when it should stop.

Record transactions and receipts

Log income and expenses with filters, categories, and receipt images within storage limits.

Transfer between wallets

Move money between your Budfinix wallets without double-counting income or expense.

Spending insights

Review income versus expense and category share for one wallet by day, week, or month.

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