🚀Quickstart

“Quick Start” – How to Begin with FIN AI

1. 🚪 Log In

Visit app.fin-boto.com to log in or create your account. You can access FIN AI via:

• Telegram Bot — for quick voice input of transactions.

• Desktop Platform — for in-depth financial analysis and management.

2. 🏦 Creating Accounts

Each account represents a separate balance.

Follow these steps to create a new account:

1. Click the “+” button in the accounts panel.

2. Fill out the following fields in the “Add New Account” window:

• Currency: Choose a currency (e.g., USD, EUR).

• Account Name: Assign a clear name, such as “Checking Account” or “Cash.”

• Starting Balance: Enter the initial balance amount.

1. Click “Create”. The account will appear in the list and be available for transactions.

You can create up to 10 accounts in the basic version.

3. 📂 Editing Categories

Categories in FIN AI help you personalize your financial management. They are divided into income categories and expense categories.

How to Manage Categories:

1. Open the “Categories” section.

2. Add new categories relevant to your spending and income (e.g., “Fitness,” “Gifts”).

3. Edit or remove categories you don’t plan to use.

4. ✍️ Adding Your First Manual Transaction

Manually adding transactions lets you record expenses or income that aren’t automatically imported.

Steps to Create a Transaction:

1. Navigate to the “MyFin” tab.

2. Click “Create Payment.”

3. Complete the fields:

• Transaction Type: Choose “Expense,” “Income,” or “Transfer.”

• Amount: Enter the transaction amount and currency.

• Date: Select the date and time.

• Description: Provide a short name, like “Utility Bill Payment.”

• Account: Select the account the transaction belongs to.

• Category: Choose the relevant category.

1. Click “Save.” The transaction will be saved in your list of records.

5. 📑 Bulk Importing Bank Statements

To upload data via FIN AISort:

1. Go to the “FinImport” section on the desktop platform.
2. Prepare your statement file in one of these formats:

• Google Sheets (.xlsx, .ods) or CSV (comma-separated).

1. Use the ready-to-go Google Sheets template available in the “FinImport” section.

2. Fill in the mandatory fields:

• Transaction Name: A brief description (e.g., “Rent Payment”).

• Date: Use the YYYY-MM-DD format.

• Amount: Numeric value.

• Currency: Specify the currency (e.g., USD, EUR).

1. Upload the file. Transactions will be automatically categorized by AI.

6. 💡 Tips for Getting Started

• Use the Telegram Bot for fast voice transaction input.

• Regularly review spending analytics in the “Dashboard” section.

• Set reminders to log transactions to keep your data up to date.

With FIN AI, you gain a simple and efficient tool for managing your finances, saving time, and improving spending control!