Better visibility into data syncing
You can now see when your data was last synced on FinWise, as well as when our data providers last pulled data from your bank.
Changelog
Follow new updates and improvements to FinWise.
View progress of account syncing per data connection
When you sync your accounts, you will now see the progress of each account sync, giving you better visibility into when your data is updated.
Customise your Account Groups on the Accounts Page
Add custom groups
Rename existing groups
Drag and drop your accounts between groups
Reorder groups and accounts by name, balance or % of your portfolio
Earlier updates
- FinWise Mobile App UpdatesOur iOS and Android apps now have: Updated charts on Overview screen (more coming on this next week) Budget total summaries on Income and Expenses sections on Budget screen Ability to view and restore archived transactions Toggle between all and unreviewed transactions Filters, multi-select and bulk actions on transactions Running total of selected transactions Scroll-to-top button on transactions list Ability to edit data connections in Settings New views on Analyze screen Intercom (you can chat with support in app) Links to our Changelog, Roadmap, Feedback submission and Discord channelImprovedAnalyzeAccountsTransactionsSettingsMobile
- Request New Institutions You can now request new institutions and vote on existing requests to help us prioritize new integrations! Request new institutions directly from the "Share Feedback" button, or from the "Add New Account" modal on the Accounts PageAccountsIntegrationsNew