Accounts

Learn how to manage your financial accounts in FinWise. Whether you want to connect to your bank automatically or track accounts manually, this guide covers everything you need to know.

Connect your bank accounts, credit cards, and investment accounts to FinWise for automatic transaction syncing. We partner with secure data providers to make this process safe and seamless.

Manage your connected bank accounts. View connection status, refresh data, and remove connections you no longer need.

Not all accounts need to be connected automatically. Manual accounts are perfect for cash, assets, or institutions that don't support automatic syncing.

FinWise supports many account types, each with specific settings. Understand the different account types and how to configure them for accurate tracking.

Account groups let you organize your Accounts page into sections that match how you think about your money — for example "Joint", "Savings goals", or "Business". Groups are purely organizational: they change how accounts are displayed and totaled, never the accounts or transactions themselves.

FinWise has no household or partner sharing yet. It's planned and coming soon. Today, each FinWise account belongs to one person, with its own login.