Centralize your finances
Leave the spreadsheet behind: how to see every account, investment and crypto holding in one place.
Explore guides →FinBoard Resource Center
Clear guides to understand, connect and control your money. No jargon, at your own pace — the way your financial copilot would explain it.
Your personal finances
Accounts, investments and crypto in one place — explained without jargon.
FinBoard with your bank
Connect your bank, broker or exchange to FinBoard: how the flow works, step by step.
Explore guides →Learn to invest
Investing basics explained without jargon, so you can take the next step with confidence.
Explore guides →Crypto + traditional investing
How to see your crypto and your traditional investments as what they are: one single portfolio.
Explore guides →Investing abroad
International brokers, multiple currencies and how to know what you really hold in euros.
Explore guides →Security and Open Banking
How automatic bank connection works and what data FinBoard does (and does not) see.
Explore guides →FinBoard for advisors and wealth managers
We are exploring how to help advisors centralise their clients' reporting. Tell us about your case.
Explore guides →Financial resource center for CFOs and advisory firms
Consolidation, FP&A and reporting automation in Google Sheets.
Multi-Entity Consolidation
Learn how to consolidate holdings and multi-currency financial statements in Google Sheets without broken formulas or errors.
Explore guides →Automated Reporting in Sheets
Automate P&L, Balance Sheets, Cash Flow and Aging by syncing QuickBooks directly to Google Sheets.
Explore guides →FP&A, Budgeting and Forecasting
Build Budget vs Actuals analysis, Runway control and per-project profitability analysis.
Explore guides →Comparisons and Integrations
Analysis of FP&A tools, accounting connectors and step-by-step integration tutorials.
Explore guides →Resources for Fractional CFOs
Strategies to scale your financial practice, automate client reporting and executive templates.
Explore guides →Most popular guides
Spreadsheet vs FinBoard: how much time you lose tracking your money by hand
What a manual spreadsheet really costs you every month, what it still does better than any app, and what changes when the data updates itself.
Read full guide →What diversifying really means (explained without jargon)
Diversifying is not owning a bit of everything. What it actually protects you from, and how to tell whether you are really diversified.
Read full guide →Is it safe to connect my bank to an app? How Open Banking works
Where you actually type your credentials, why the access is read-only, and what a regulated connection means in practice.
Read full guide →How to value your portfolio when you invest in dollars (or any other currency)
Which exchange rate to use, why the rate you remember is the wrong one, and how to separate market performance from currency movement.
Read full guide →How to do multi-entity consolidation in Google Sheets without errors
Step-by-step guide to consolidate multi-company balance sheets and P&L in Google Sheets, automating intercompany eliminations.
Read full guide →Budget vs Actuals analysis in Google Sheets (step by step)
Build your budget variance report in Google Sheets comparing actuals vs budget with automatic deviations.
Read full guide →