Getting FlowFund set up correctly from day one ensures you get maximum value immediately. Step-by-step guide to profile setup, transaction tracking, goal setting, and using the AI advisor.
FlowFund is designed to give you complete financial clarity in one place. Getting the setup right from the start ensures you get maximum value immediately.
Set your base currency: The currency you think in and report taxes in. This is the currency all transactions will be converted to for reporting.
Set your language: FlowFund supports 20+ languages. Use the one you are most comfortable with for financial thinking.
Start with the last 30 days of transactions. You can enter them manually (date, description, amount, category) or import from your bank statement.
Categories to set up immediately:
- Income: Freelance income, product income, investment income
- Expenses: Software, equipment, home office, professional development, health insurance, personal spending categories
Start with three goals:
1. Emergency fund target (6 months of expenses)
2. One specific savings goal (house, vacation, equipment)
3. One debt payoff goal if applicable
Watch the progress bars move as you log transactions.
The FlowFund AI advisor has access to your financial data. Ask it: Based on my current income and expenses, am I on track to build a 6-month emergency fund within 12 months?
You will get a specific, contextual answer, not generic advice.
Set a monthly reminder to spend 20 minutes in FlowFund reviewing your financial snapshot: net income for the month, goal progress, upcoming bills, and any AI-flagged insights.
Free to start. No bank connection. No KYC. Works in 20+ countries.
Try FlowFund Free →💬 Join 100+ freelancers in the FlowFund Community →