Step-by-step guides, best practices, and expert tips to help you get the most out of FinTracker and optimize your business finances.
Find guides organized by topic and expertise level.
Essential guides for new users
Connect your tools and platforms
Master your financial analytics
Maximize your return on investment
Manage team access and permissions
Automate your financial workflows
Our most comprehensive and popular guides to get you started.
A comprehensive walkthrough to get your FinTracker account set up and your first integrations connected.
Learn how to connect Facebook Ads, track campaign performance, and calculate true ROI including all associated costs.
Design and customize your financial dashboard to surface the metrics that matter most to your business.
The most helpful guides from our community.
Bite-sized tips to improve your financial management workflow.
Tag transactions and expenses for easier filtering and reporting
Get notified when spending exceeds budgets or ROI drops
Ensure all integrations are syncing properly for accurate data
Schedule weekly reviews to stay on top of financial performance
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