Help Center
Find answers to your questions and learn how to use EzFin effectively.
How can we help you?
Accounts
Learn how to manage your accounts, add new accounts, and track balances.
Transactions
Learn how to record transactions, categorize them, and manage recurring transactions.
Budgets
Learn how to create budgets, track spending, and receive notifications.
Financial Goals
Learn how to set savings goals, track progress, and achieve your financial targets.
Reports
Learn how to generate reports, analyze your finances, and export data.
Settings
Learn how to customize the app, manage notifications, and update your profile.
Frequently Asked Questions
How do I import transactions from my bank?
You can import transactions using CSV files exported from your bank. Go to Transactions > Import, select your file, and follow the mapping instructions.
How do I set up recurring transactions?
When adding a new transaction, check the "Recurring" option and set the frequency. The system will automatically create future transactions based on your settings.
Can I use multiple currencies?
Yes, you can set different currencies for your accounts. The dashboard will show your total balance in your preferred currency with automatic conversion based on current exchange rates.
How do I cancel my subscription?
You can cancel your subscription from Settings > Subscription. Your account will remain active until the end of your current billing period.
Still need help?
Our support team is ready to assist you with any questions or issues.
Contact Support