FAQs

Is FitFin on the App Store or Google Play Store?

No.  FitFin is a mobile-optimized website that will work on any internet-enabled device and on any platform (including Windows). 

Can I create a shortcut to FitFin on my phone or tablet?  Yes!  In fact, you can make the shortcut point to your favorite page within FitFin.  We recommend making the Budgets Overview page your default page because you can access lists or add an expense from anywhere on the mobile version simply by clicking on either of the "Lists" or "+Expense" buttons of any page on FitFin. 

     Android shortcut: http://goo.gl/Ie06fm

     iOS shortcut:  http://goo.gl/RaCvBC

     Windows shortcut: http://goo.gl/3eBmJD 

 

Shopping Lists

What’s the best way to build shopping lists?   If you want the most accurate list for YOU, we recommend you build your lists based on your recent receipts.  Go through your receipts and use the items and their prices to create your lists.  If items are on sale, try to use their non-sale price. 

Can’t I just use FitFin’s items and prices?  Absolutely!  FitFin has thousands of items and prices in our database which you can use.  One recommendation is to use our items to build your list quickly.  For example, if you want to add ketchup to a list, when you type “ketchup” in the Item Name field, FitFin will give you a list of several ketchups.  Once you select one, it will be populated, along with a price.  Then once you get your receipt, you can go back and modify our price to what you actually paid (if desired).

Where does FitFin get their prices?  We get our items and prices primarily from our users through crowd sourcing.  When you enter items and prices, FitFin can then publish those items for everyone’s benefit.  The idea behind doing this is to keep prices fresh and as accurate as possible. 

Does FitFin know what I buy?  Not specifically.  Items and prices come in anonymously and are not tied to a specific user.  FitFin then has the option of publishing an item for everyone’s benefit.  The published/non-published status will not affect the individual who originally entered the item, so that user will always have the item in their list regardless of if FitFin publishes it to the public.

How does FitFin decide what gets published?  Consistency and pricing accuracy are the main things that determine if items get published.  We like to have items entered in this format:

     Generic Item Name/Brand/Name/Size or Count   

     Here are a couple examples:

     Cereal/Frosted Flakes/15 oz
     Dressing/Italian/Newman’s Own/16 oz

We will sometimes take entered items and edit the information to look like those above.  Our end goal is to provide as much consistency and accuracy as possible, as that ultimately helps everyone. 

Can I rearrange my list to reflect how I go through a store?  Yes!  When in the edit mode of a list, you can move items around by clicking on the + to the left of the item and dragging it up or down to the desired spot in the list.  Ordering your lists will dramatically cut down your time in the store!  Note:  you can only order a list via the desktop version (for now).

Should I build my list on the mobile or desktop version?  You can create your list (i.e. add items) in either the mobile or desktop.  It’s probably easier/faster to do it on a desktop version, and you can’t re-order your lists via mobile.

 

Budgets

How many budgets can I have?  As many as you’d like.  We recommend setting up a budget for each type of discretionary spending you have, including things like groceries, dining out, entertainment (i.e. movies, bowling, etc.), happy hour, gas/auto, clothes, etc. While the level of detail is up to you, we believe that the more detail you have around your budget, the easier it will be to make spending habit changes.

How long does it take to set up a budget?  About 30-60 seconds.

Can I just have one budget to track all of my discretionary spending?  Yes.  In fact the top bar in the Budgets Overview screen, which is titled “Month Total” will show all spending in relation to the total of each budget combined.  All you would need to do is create one budget and this bar will serve those needs.  However, if you want to know more specifically where your money is going, we recommend creating a budget for each type of discretionary spend.

How can I see details for a specific budget?  Simply click the bar for that particular budget and you’ll go to that budget’s detail page, where you can see categories within a budget, expenses that fall under that budget, and a month-to-month history for that particular budget.

Can I see a month-to-month history for my total spending to budgets?  Yes, you can do this by clicking on the menu in the upper left (mobile) and selecting Budget History.  A direct Budget History link is available at the top of your page on the desktop version.

Can I set up a one-time/short-term budgets for things like vacations?  Yes, you can set up budgets in monthly, weekly, and one-time budgets, which allow you to designate the start and end date of the budget period.   These are good for vacations, the holidays, business trips, etc.

What do the green, yellow and red colors mean on my Budgets Overview screen?  Budgets at less than 85% of the maximum spend will show green.  Once a budget gets to 85%, the bar will turn yellow.  Budgets whose expenses are over 100% will turn red.  It’s a great way to see your budgets visually.

Why can I only see a current month’s data?  The current month is what’s important for today’s spending.  Once a month is over, the overall data (spend to amount budgeted) is available by clicking the “View history” button in a specific budget or the total spend to total budget in the Budgets History area.  You can then set date parameters to see your month-to-month spend to budget.  It’s a very powerful tool to help you see your long-term spending habits!

 

Expenses

How long does it take to track and expense?  Without a receipt, about 15 seconds; with a receipt about 30-40 seconds. 

How do I take a picture of my receipt?  This is best done on mobile using your phone’s camera.  When entering an expense, use the “Choose file” button to access your camera.  Once you take a picture, you attach it to the expense by using the “Upload” button.  Now the receipt is a permanent part of that expense.

Will stores allow me to use this receipt for returns?  Some will, but some won’t.  If you bought something that you may need to return or have a big-ticket item, you might want to hang on to the original receipt for a while just in case. 

Can I download my expenses from my bank?  Not at this time.  FitFin’s expense process is quick, and with the ability to save a copy of your receipt, it’s well worth the time spent.  We also felt like automated expenses don’t allow you to customize your expense.  Many of those expenses are tracked to the wrong budget when loaded automatically, so this way, YOU are in control of each expense.  That said, we’re always considering the option of automated expenses.

Can I split an expense among more than one budget?  Yes.  For example, you might go to Walmart and spend $100.00 on groceries and another $100.00 on a new coffee pot.  In that case, you might want part to go to your grocery budget and the other part to go to a household-type budget. 

What should I name my expense?  If it's a shopping-related expense, we recommend naming it by the name of the store where you had the expense.  That way, you can easily go back to it later if necessary. 

Can I sort my expenses?  Yes, you can sort them by expense title, date and dollar amount spent.

 

Receipts

Why should I scan/attach receipts to an expense?  There are several benefits:
• Get rid of paper clutter
• Easy retrieval for later reference
• Refer back to the price you paid for an item or items (and use that information to populate/update your shopping list)

Do stores accept the photo copy of my receipt?  Some do and some don’t.  In beta testing, we've seen/heard of success at Home Depot, Ace Hardware, Nordstrom, Bed Bath & Beyond, Sports Authority.  We’ve seen mixed results at Walmart and Target.  Tip:  If you have a big ticket item that you may need to return at a later date, hang on to your original receipt just in case.  As digital receipts become more ubiquitous, FitFin will have a process to have receipts automatically accept them.

Should I save and upload every receipt?  It’s up to you.  We recommend keeping those receipts you want to refer back to for pricing information or if you do need to return an item and didn’t keep a paper receipt.  Or if you're tracking receipts for business/tax purposes, then you'll definitely want to keep them.  Regarding store returns, we've seen about a 60-70% success rate on returns in early usage.

I got an “Unable to complete previous operation due to low memory” error when trying to save a picture of my receipt.  Why did that happen?  This is most likely because you have multiple applications open on your phone/tablet and the phone doesn't have enough available memory to complete the transaction.  This is usually fixed by closing out applications you don’t currently need and trying again.  In beta testing, it seemed to only happen with the Chrome and stock Android browsers.  Another solution is to take a picture of your receipt outside of FitFin (just with your camera) and then use the "Upload" button on the expense to attach the picture from your Gallery.  In that case you would NOT use the “Choose File” button to access your camera from within FitFin.

 

General Questions

Where can I learn more about how to use FitFin?  See our "How To Videos" link in the footer menu on our website.  You can also find additional videos on YouTube by searching FitFin.  We love hearing from you, too, so contact us at support@fitfin.com.