Finley: AI Money Coach

Your Money, Smarter Than Ever Here's what's new: Your Goal History, All in One Place See every goal you've worked toward and how each one turned out, with a full progress log and a record of the changes you made along the way. You can also update entries on your current goal, so what's recorded matches what actually happened. A Plan That Follows Your Goal When you change your goal, your spending plan now updates to match, so your category limits reflect what you're actually saving for. New account connections also bring in up to two years of history, giving your plan more to work with from the start. Transaction Rules That Stay Put Set a rule for a merchant and it applies to that merchant alone. Other businesses keep the categories you chose for them, so your spending breakdown stays the way you set it up.