Find answers to common questions about Financial Records
Financial Records is a secure, family-friendly financial management application that helps you track expenses, manage credit card payments, monitor income, and handle subscriptions all in one place.
Key features include:
Getting started is easy:
You can explore all features with our guest demo before committing to a subscription.
Yes! We offer a comprehensive guest demo that lets you explore all features without creating an account. The demo includes sample data so you can see exactly how Financial Records works for managing your family's finances.
Simply click "Guest Demo" on the homepage to get started immediately.
Adding accounts is simple:
We only store account names and balances - never sensitive information like full account numbers or passwords.
Expense tracking is built into each account:
All family members can add expenses to shared accounts with proper permissions.
Yes! Financial Records includes powerful automation features:
All automations can be customized with specific dates, amounts, and frequency.
Family sharing is a core feature:
Perfect for couples, families, or roommates managing shared finances.
Family members share access to:
The account owner retains control over adding/removing accounts and managing subscriptions.
Financial Records provides comprehensive analytics:
All analytics update in real-time as you add new transactions.
Yes, your data belongs to you:
Perfect for tax preparation, budgeting, or switching to other financial tools.
Security is our top priority:
We never sell your data, show ads, or share information with third parties.
We only store what's necessary for the service:
We DO NOT store: bank account numbers, passwords, SSNs, or any sensitive financial credentials.
We offer simple, affordable pricing:
No hidden fees, no per-transaction charges, no data limits.
Absolutely! You have full control:
We believe in earning your business, not trapping you in contracts.
Financial Records works on all modern devices:
The web-based design means no downloads or installations required.
We're here to help:
info@financialrecords.net
We typically respond to support emails within 24 hours.
Join thousands of families managing their finances with Financial Records