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Getting Started & Account
How do I create a FiscalFlow account?

Creating an account is simple. Click the "Sign Up" button on the homepage, enter your email address and create a secure password. You will receive a verification email to activate your account immediately.

  • Valid email address
  • Secure password (min 8 characters)
  • Basic location details for currency formatting
Is there a free trial available?

Yes, we offer a 14-day free trial for our Premium tier. This gives you full access to all budget allocation tools and financial literacy coaching modules without requiring a credit card upfront.

Can I change my plan later?

Absolutely. You can upgrade or downgrade your subscription plan at any time from your account settings. Changes to higher tiers take effect immediately, while downgrades apply at the start of the next billing cycle.

Budgeting & Allocation
How does the budget allocation tool work?

Our tool uses your input income and fixed expenses to calculate your disposable income. We then apply proven financial models, such as the 50/30/20 rule, to suggest how much you should allocate to needs, wants, and savings. You can adjust these sliders manually to fit your specific goals.

Does FiscalFlow support multiple currencies?

Yes, FiscalFlow supports multiple major currencies including GBP, EUR, and USD. You can set your primary currency in your profile settings and even manage specific accounts in different currencies if you are traveling or living abroad.

Can I link my bank accounts automatically?

We support secure Open Banking connections to major UK banks. This allows us to import your transaction history automatically to categorize spending and track budgets in real-time. This connection is read-only; we cannot move money.

Security & Privacy
How is my financial data protected?

We take security seriously. All data is encrypted using 256-bit SSL encryption during transmission and AES-256 encryption at rest. We perform regular security audits and comply with UK GDPR regulations to ensure your data remains private and secure.

Will FiscalFlow share my data with third parties?

Never. We do not sell your personal data to advertisers or third parties. Your financial information is used solely to provide our services to you. You can review our full Privacy Policy for more details.

Still have questions?

Our support team is here to help you navigate your financial journey.

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