FIYR Help Center
How can we help?
Step-by-step guides for every part of FIYR, from linking your first bank to how your net worth and FIRE date are calculated.
Popular:Link a bankRulesThe formulaManage categoriesLabelsSet up a budget
Getting started
Sign up, finish setup and learn your way around FIYR.
Linked accounts & syncing
Link banks with Plaid, keep them syncing, and import or export CSVs.
Transactions
Find, edit, split and clean up transactions, and see how totals work.
- The Transactions page
- Search and filter transactions
- Edit a transaction
- Add a transaction by hand
- Split a transaction
- Delete a transaction
- Edit many transactions at once
- Review new transactions and duplicates
- Keep a transaction out of your totals
- Transfers and credit card payments
- Pending transactions and refunds
- How the Transactions page totals work
Categories, labels & rules
Sort spending your way and let rules do the tidying for you.
Budgets
Monthly category budgets, templates, pace and savings.
Net worth, assets & loans
How net worth is calculated, adding homes and loans, and history.
- The Net Worth page, explained
- How your net worth is calculated
- Add a home, car, crypto or other asset
- Add a loan or other liability
- How net worth history is recorded
- The monthly value review
- Edit, sell, archive or delete an asset or loan
- Loan details and the amortization schedule
- Net worth goal, pace and milestones
Dashboard, cash flow & reports
How every report counts your money, and why pages can differ.
- Cash Flow: income, spending and net by month
- The Summary page
- Month View: review one month in detail
- The Income page
- The income to spending flow chart
- The Dashboard and its report cards
- Customize your Dashboard
- Build a report in the Report Builder
- Forecast: project your net worth
- Compare your spending to U.S. averages
- Why totals differ between pages
FIRE, goals & recurring
Plan your Freedom Date, save toward goals and track recurring bills.
Ask Fiyr, alerts & connected apps
Ask questions about your money, get alerts, connect Claude or ChatGPT
Settings, privacy & security
Your profile, sign-in, two-factor, account deletion and data safety
Subscription & billing
Pricing, the free trial, managing your plan and when it ends
Can’t find what you need?
Email us. A real person who builds FIYR reads every message.