Lumio

How do I access unlimited historical data?

What are my analytics?

Customising and setting a custom cycle for your spending in Lumio.

How to Customise Spending Cycles

Lumio securely connects with all the major credit card providers - American Express, Capital One, Barclaycard, Lloyds, Nationwide etc.

Handling Credit Card Repayments with Lumio

Here's how to exclude a transaction from Lumio

Excluding a Transaction

What are custom categories with Lumio and how do you Create, Edit and Delete Custom Categories in Lumio?

Create, Edit and Delete Custom Categories

What are Categories in Lumio? And how do you change a transaction category?

Change a Transaction Category

Spending Tab Explained

How to set up or adjust my I Owe You Tracker with Lumio.

How to Adjust Your IOU Tracker

Explaining what is Lumio's I Owe You Tracker, how it works and how to make the most of it?

What is the I Owe You (IOU) Tracker?

Explaining what Total Spent includes within Lumio

What is Total Spent

What is Everyday Spending with Lumio? How can I make it work for me and my partner?

What is Everyday Spending?

Tom Richardson

Spending & Analytics

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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