FinScope360

Financial Control Center

See your entire financial life in one place.

FinScope360 brings your accounts, spending, budgets, investments, and planning tools into one focused workspace built for daily clarity.

FinScope360 Command Center

Good afternoon

See your entire financial life in one place.

Track your cash position, spending pace, budget pressure, and investment progress from one focused dashboard built for everyday clarity.

Checking balance --

Total currently sitting in your tracked checking accounts.

Income this month --

Money added this month

Available to spend --

Left from this month's income cap

Finish setup

Add a few records to start your real dashboard.

This area changes based on whether your account is still being set up, syncing, or already running on saved records.

Net Worth

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What is included

Net worth reflects total assets minus debt balances from the assets and debt you currently track here. Credit cards are shown separately and do not affect this net worth view.

Assets --

Liabilities --

Spending activity

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Transactions --

Top category -- --

Net cash flow --

Recent transactions

Available to spend

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Available to spend reflects this month's income minus bills and spending already recorded.

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Account snapshot

Liquid assets --

Debt balances --

Credit card balances --

Investment balances --

Financial Data

Manage dashboard inputs

Add your assets, debt, credit cards, transactions, and income settings to power the dashboard.

Import Existing Data

Bring in spreadsheet data faster with drag and drop, file upload, or a public sheet URL. This import area is separate from the manual forms below so users can choose the setup path that fits them best.

Supports CSV, XLSX, XLS, and public sheet URLs

Current support: transaction CSV import into an existing tracked account.

Planned next: assets, debt, credit cards, and income imports from the same workspace.

CSV and Excel files are supported here. Google Sheets can also be exported to CSV first.

Import analysis

Status	Date	Merchant	Category	Amount	Direction

Add Asset

Account Name Asset Type Institution Current Balance

Saved Assets

Add Recurring Bill

Keep planned payments and repeat income separate from posted transactions so they are easier to review and manage.

Essentials Only the basics needed to create the bill.

Bill Name Category Amount

Schedule How often this repeats and whether it is currently active.

Type Frequency Status

More details

Paid from account Start Date Next Due Date End Date Remaining Times Due Day

Autopay Mark this if it usually runs automatically.

Variable amount Use this when the amount changes month to month.

Notes

Saved Recurring Bills

Spending Overview

Total Spent

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Transactions

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Largest Category

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Budget Remaining

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Category Breakdown

Budget by Category

Transactions

Date	Merchant	Category	Amount

Profile

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Online

Display Name Email Phone Number

Appearance

Mode

Color Theme

New User Guide

Replay the guided walkthrough any time if you want a quick reminder of how Home, Dashboard, Data, and Settings work together.

Security

Current Password New Password Confirm New Password

Use at least 8 characters, including uppercase, lowercase, a number, and a symbol.

Forgot your current password? Send a secure reset link to your account email.

Data Reset

Need a clean start? This removes only the financial data tied to your account, including assets, debt, credit cards, transactions, recurring bills, and income. Your login, password, and profile stay the same.

Delete Account

This permanently removes your full account, including profile, login access, and all financial records tied to it. This action cannot be undone.