❓ Frequently Asked Questions

Find answers to common questions about Financial Records

📋 Getting Started

What is Financial Records and how does it work?

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:

  • Real-time expense tracking with categorization
  • Credit card and debt management
  • Automated recurring payment scheduling
  • Multi-user family account support
  • Analytics and financial insights
  • Secure data storage with no ads or tracking

How do I sign up and get started?

Getting started is easy:

  • Click the "Sign Up" button to create your account
  • Try our guest demo to explore features first
  • Add your first credit card or bank account
  • Start tracking expenses and payments
  • Invite family members to join your account

You can explore all features with our guest demo before committing to a subscription.

Is there a free trial or demo available?

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.

💳 Managing Accounts & Expenses

How do I add and manage credit cards or bank accounts?

Adding accounts is simple:

  • Go to "Account Controls" section
  • Click "Add Credit Card" or "Add Bank Account"
  • Enter account details (name, current balance, payment due date)
  • Set up automatic payment reminders

We only store account names and balances - never sensitive information like full account numbers or passwords.

How do I track expenses and categorize them?

Expense tracking is built into each account:

  • Click on any account card to add expenses
  • Enter amount, description, and category
  • Expenses are automatically organized by date
  • View monthly summaries and analytics
  • Transfer funds between accounts easily

All family members can add expenses to shared accounts with proper permissions.

Can I set up automatic payments and reminders?

Yes! Financial Records includes powerful automation features:

  • Set up recurring subscription payments
  • Automatic email reminders for due dates
  • Scheduled transfers between accounts
  • Monthly debt snapshots for tracking progress

All automations can be customized with specific dates, amounts, and frequency.

👨‍👩‍👧‍👦 Family & Multi-User Features

How do I add family members to my account?

Family sharing is a core feature:

  • Navigate to "Account Controls"
  • Click "Add Family Member"
  • Enter their email and create login credentials
  • They'll have access to shared accounts and expenses
  • All family members see real-time updates

Perfect for couples, families, or roommates managing shared finances.

What permissions do family members have?

Family members share access to:

  • View all account balances and expenses
  • Add expenses to any account
  • Make payments and transfers
  • Access analytics and reports
  • Receive payment reminders

The account owner retains control over adding/removing accounts and managing subscriptions.

📊 Analytics & Reports

What kind of financial analytics are available?

Financial Records provides comprehensive analytics:

  • Monthly spending breakdown by category
  • Income vs expenses tracking
  • Debt reduction progress over time
  • Account balance trends
  • Subscription cost analysis
  • Visual charts and graphs

All analytics update in real-time as you add new transactions.

Can I export my financial data?

Yes, your data belongs to you:

  • Export all transactions to CSV format
  • Download monthly or yearly reports
  • Print-friendly analytics summaries
  • Account balance history exports

Perfect for tax preparation, budgeting, or switching to other financial tools.

🔒 Security & Privacy

How secure is my financial data?

Security is our top priority:

  • HTTPS encryption for all data transmission
  • Secure SSL certificates and encrypted storage
  • No sensitive account numbers or passwords stored
  • Regular security audits and updates
  • User-controlled data with deletion options

We never sell your data, show ads, or share information with third parties.

What information do you store?

We only store what's necessary for the service:

  • Account names and current balances
  • Expense descriptions and amounts
  • Payment due dates and reminders
  • User emails for login and notifications

We DO NOT store: bank account numbers, passwords, SSNs, or any sensitive financial credentials.

💰 Pricing & Subscriptions

How much does Financial Records cost?

We offer simple, affordable pricing:

  • Monthly: Perfect for trying out the service
  • Yearly: Best value with significant savings
  • Family accounts: Same price covers all family members
  • Guest demo: Always free to explore features

No hidden fees, no per-transaction charges, no data limits.

Can I cancel my subscription anytime?

Absolutely! You have full control:

  • Cancel anytime from your account settings
  • No cancellation fees or penalties
  • Continue using until your billing period ends
  • Export your data before canceling
  • Re-subscribe anytime to restore access

We believe in earning your business, not trapping you in contracts.

🛠️ Technical Support

What devices and browsers are supported?

Financial Records works on all modern devices:

  • Desktop: Chrome, Firefox, Safari, Edge
  • Mobile: iOS Safari, Android Chrome
  • Tablets: iPad and Android tablets
  • Responsive design: Adapts to any screen size

The web-based design means no downloads or installations required.

How do I get help or report a problem?

We're here to help:

  • Email support: info@financialrecords.net
  • Check this FAQ for common questions
  • Use the "Suggest a Feature" button in your account
  • Browse our reviews for user tips

We typically respond to support emails within 24 hours.

Ready to Get Started?

Join thousands of families managing their finances with Financial Records