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Knowledge base
FAQs - Finli App
About Finli
3
What is Finli?
What can I use Finli for?
How much does Finli cost?
Security
2
How secure is Finli?
Why do you need my bank account login credentials?
Account Management
5
How do I set up a Finli account? (Video Narration)
How do I link my bank account on Finli App? (Video Narration)
How do I update my email address on the Finli App?
Where do I go to reset my password?
How do I delete a payment method on file?
Payments
4
Am I charged for using a credit card on Finli?
Which payment methods are supported?
I could not find my bank from the list of bank options. How do I pay?
Does Finli accept international payments or contributions?
Paying bills Issued by a School
15
How do I pay a bill issued by a school? (Video Narration)
Do I need to download the Finli App to pay bills issued by a school?
I’ve signed up and added my bank account. What’s next?
How will I be notified of upcoming bills?
Where do I review my bill?
See all 15 articles
Bills added by you
7
Why should I add bills for payment to Finli? (Video Narration)
Is there a fee to add bills to Finli?
What type of bills can I upload?
How do I create bills for payment? (Video Narration)
What happens after I submit a bill?
See all 7 articles
Contribute to my bills
4
How do I invite my friends and family to contribute? (Video Narration)
Can the public contribute to my bills on Finli?
How can I see who has contributed to my bills?
Is there a fee to contribute to a bill?
Contributing to others’ bills
12
How do I contribute to a bill?
How do I request to contribute to others' bills?
Where should I go to accept an invitation request in order to contribute?
I want to view the recent bills that I’ve contributed. Where should I go?
Where can I view recurring bills that I’m contributing to?
See all 12 articles
FAQs - Portal
General
7
What is the Finli Portal? (Video Narration)
How do I add a customer to my Finli Portal?
I want to link a bank account, but I don’t see my bank from the list of banks to choose from, what should I do?
How do I download a file or report from Enterprise Portal?
I want to edit the invoice for a customer, where should I go?
See all 7 articles
FAQs - Finli Classes
Class Takers
10
What are Finli Classes?
How long are classes?
Why is participation limited to a certain number of people?
How do I prepare for my class? Is any special equipment needed?
When do I schedule a class?
See all 10 articles
Class Instructors
5
What is the cost to be on Finli Classes?
How and when am I paid?
How are classes scheduled?
Can I reschedule a class?
Am I an independent contractor? Do you issue a 1099?
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