A financial alert only works if you read it. Three questions to separate useful alerts from noise (can you act on it? is it genuinely unusual? does it explain itself?), examples of each, and a 5-minute clean-up exercise.
Automatic categories fail because banks send very little information. The 5 most common errors — internal transfers being the most distorting — and 4 habits for reading them without auditing every cent.
6 things FinBoard deliberately doesn't do: move your money, store your bank password, tell you where to invest, promise returns, hold your funds — or claim to be always right. Plus what it does do.
A practical guide to the Open Banking permission: what you approve (read-only), where (at your bank), how long it lasts (EU rules require renewal at least every 180 days; our provider defaults to up to 90) and how to revoke it anytime.
What FinBoard is and why we call it a copilot: one dashboard for your banks, multi-currency investments, crypto and budgets via Open Banking, where the decisions stay yours. Who it's for — and who doesn't need it.
A plain-language explainer on why connecting your bank via Open Banking is safe (read-only, regulated under PSD2) and what's really changing with the upcoming PSD3/PSR: political agreement in November 2025, final text in April 2026, practical application not before 2027. None of it changes how your current connection works.
Treating your crypto as a separate world from your traditional portfolio is common, but it can be hiding your real risk level. Here's why it's worth seeing everything consolidated, and what you're missing if you don't.
Connecting your bank to a finance app can raise understandable doubts. Here's a plain-language explanation of what Open Banking is, who regulates access to your data, and exactly what an app can — and can't — do with your account.
Many people give up tracking their expenses because they associate it with a tedious spreadsheet. Here's why that's not the only option, and what alternatives exist to manage your money without relying on Excel.
