Quick start

Get up and running with FamilyFin Cloud

Basic concepts to quickly access and work with FamilyFin Cloud — your personal & family finances.

Tip: you can open this tour anytime from FamilyFin Cloud Product ▸ Quickstart tour in the top bar.

Landing page / Marketing / Authentication

FamilyFin Cloud has two main webs: (1) the public marketing website, where you can learn why you need a personal finance solution, why now is the right time, and how FamilyFin Cloud differs from other solutions; and (2) the private “solution” app where you manage your accounts, assets, loans, budgets and more.

From the public web you can access this Quick Start, request a trial, or request a user for the product.

Public website — landing page overview
Figure: Public website — landing page overview
Public website — marketing/authentication overview
Figure: Public website — marketing/authentication overview

Main menu & initial screen

The first time you enter FamilyFin Cloud, the initial screen is empty (waiting for your data). Once you load information, the screen is divided into three areas:

  • Top horizontal bar to navigate (accounts, categories, transactions, assets, loans, finance chat, etc.).
  • Left vertical bar showing current balances and values (accounts, assets, loans).
  • Main area composed of dashboards to give a complete picture of your finances.
Main menu and initial screen overview
Figure: Main menu and initial screen overview

Dashboard

The dashboard contains dynamic reports. On the left you see current balances for your accounts and assets; in the main area you see dashboards for income/expense evolution, asset valuation history, current month detail compared to other periods, category breakdowns, and transactions by account across selected periods.

Account setup

Create your accounts (savings, credit cards, etc.). You only define the name in Add account — FamilyFin Cloud manages the balance through the transactions you record for each account.

Account setup screen (add/manage accounts)
Figure: Account setup screen (add/manage accounts)

Category Setup

This section is crucial: it defines how you want to categorize incomes and expenses. FamilyFin Cloud provides typical category sets used by families — you can select what best fits you.

The only rule: each category must be one of:

  • Income
  • Expense
  • Transfer (moves between accounts; does not impact income/expense/loan)
  • Loan

It is convenient to create special categories for Asset expenses (buying assets, fees) and Asset incomes (selling assets, dividends, rent), and a category for transfers between accounts.

Category wizard

The area where you create and edit categories.

Category wizard — create/edit categories
Figure: Category wizard — create/edit categories

Category list

An overview of the categories you have created, including a report with number of transactions and amounts in a selected period associated with each category.

Category list — summary report by category
Figure: Category list — summary report by category

Account & Recurring transactions

This section covers your bank account transactions and recurring items.

Add bank transaction

Once accounts and categories exist, you can add transactions manually (or import later via CSV).

For each transaction you typically enter:

  • Transaction date
  • Description
  • Amount
  • Type: Income, Expense or Transfer
  • Category
  • Destination account (only for transfers)
Menu — Account & Recurring section
Figure: Menu — Account & Recurring section
Add bank transaction — form/details
Figure: Add bank transaction — form/details

View & edit all transactions

Use the global transaction view to filter, search, and inspect your transactions across accounts and categories.

View & edit all transactions — global list
Figure: View & edit all transactions — global list

Edit & delete

You can edit any transaction (date, category, amount, description) or delete it when needed.

TODO: Missing filename for “Edit transaction” screenshot (mapping #10).

Recurring Bill & Income

In real life, 80–90% of monthly transactions are repeated. Define recurring bills/income once (amount, account, frequency — weekly/monthly/quarterly/yearly — and optional end date). This helps forecast balances and reduces manual work.

Recurring bills and income — setup and forecast
Figure: Recurring bills and income — setup and forecast

Assets setup

FamilyFin Cloud tracks asset performance and history: valuation, profitability (IRR / realized & unrealized P&L / % return), and benchmarks against indices (e.g., S&P 500, IBEX35).

Add asset

When adding an asset, you define name, type/subtype (Stocks, Mutual funds, Bonds, Property, Vehicle, etc.) and optional details.

Assets — overview / operations menu
Figure: Assets — overview / operations menu
Add asset — details form
Figure: Add asset — details form

Asset transaction

Record purchases, sales, dividends, interest, asset expenses and other incomes.

Add new asset transaction — purchase/sale/dividends/fees
Figure: Add new asset transaction — purchase/sale/dividends/fees

Asset transactions

Review all transactions per asset, and edit/delete operations as needed.

Asset transactions — list and operations (edit/delete)
Figure: Asset transactions — list and operations (edit/delete)

Asset prices history

Review price history per asset, and edit/delete prices and compare with other assets.

Asset price history (edit/delete)
Figure: Asset price history (edit/delete)

Asset performance

See portfolio performance and history: IRR, % return, unrealized P&L by asset, and benchmarks vs indices.

Asset performance dashboard with benchmarks
Figure: Asset performance dashboard with benchmarks

Asset valuation rebuild

If you have introduced many changes in asset price history, you can rebuild from scratch the historical valuation of your whole portfolio since the beginning.

Assets rebuild
Figure: Assets rebuild

Loans

Define loan data: name, associated bank account, interest rate, begin date, end date, and description. FamilyFin Cloud generates the full amortization plan.

Manage loans

Review key information and KPIs, and navigate to payments/amortization.

Manage loans — KPIs and overview
Figure: Manage loans — KPIs and overview

Loan payment

Review payments done, and add new payments. You can edit/delete if needed.

Loan payments — details and new payment form
Figure: Loan payments — details and new payment form

Loan amortization

See the amortization plan and how payments impact principal/interest over time.

Loan amortization plan
Figure: Loan amortization plan

Budget-forecast

Define a 12-month budget, analyze deviations, and simulate future scenarios.

Budget setup

FamilyFin Cloud helps define your monthly budget for any 12-month period, taking into account your income and expenses in the previous months.

Budget setup — wizard/averages (1)
Figure: Budget setup — wizard/averages (1)
Budget setup — continued (edit)
Figure: Budget setup — continued (edit)

Budget analysis

Analyze deviations by category to understand spending patterns and control.

Budget analysis — deviations by category
Figure: Budget analysis — deviations by category

Future planning

Simulate your long-term future (20–30 years) considering savings, future income/expenses, and expected returns.

Future planning simulation (long-term)
Figure: Future planning simulation (long-term)

Finance chat agent

Ask questions in natural language (English or Spanish) about your incomes, expenses and investments.

Finance chat — prompt examples
Figure: Finance chat — prompt examples
Finance chat — chart example
Figure: Finance chat — chart example
Finance chat — comparison example
Figure: Finance chat — comparison example
Finance chat — benchmark/result example
Figure: Finance chat — benchmark/result example

Data import & downloads

Upload transactions using TSV (Tab-Separated Values) and benefit from clustering-based suggestions to improve categorization over time.

Load account transactions (migration from other systems)

Upload transactions from multiple accounts using TSV to quickly migrate data.

Data import & downloads — main screen
Figure: Data import & downloads — main screen

Import transactions (autocategorization)

FamilyFin Cloud can suggest categories using clustering. The model learns from your history so future imports improve.

Data import — clustering suggestions
Figure: Data import — clustering suggestions

Load account migration

Load transactions from a TSV file with category details.

This is the process in order to migrate your transactions from your old personal finance software. In the first image you have a spreadsheet with all your transactions to migrate or load from your bank account: you have to upload a TSV file with these fields. In this process you have to provide a valid category name for the transaction. In the second image, you have the results after the loading indicating the number of transactions migrated, and it also creates a TSV file with all the errors that occurred during the process (mainly due to mislabeling in the category names provided in the TSV )

Migration process — required TSV fields and spreadsheet template
Figure: Migration process — required TSV fields and spreadsheet template
Migration results — transactions migrated and TSV error report generated
Figure: Migration results — transactions migrated and TSV error report generated
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Screenshots may show sample data for illustration purposes.