Accounts
How do I download the iOS app?
Install Finance AI from the App Store after signing in or finishing onboarding.
Quick answer
Sign in on the web, open the install page or Account page, then choose Download on the App Store.
Steps
- 1Sign in to Finance AI on the web.
- 2Finish onboarding if Finance AI asks you to complete setup first.
- 3Open the install page or the Account page.
- 4Choose Download on the App Store.
- 5Install Finance AI from the App Store, then sign in with the same email address.
Where the download link appears
Finance AI shows the App Store download link on the public landing page, the post-onboarding install page, and the web Account page.
After onboarding, Finance AI sends you to the install page so you can move from web setup into the mobile app.
Using the same account
Use the same email address in the mobile app that you used on the web. Your subscription, connected accounts, categories, chats, and settings are tied to that account.
Using chat on mobile
Mobile chat formats fenced code and plain-text blocks in a monospace panel. Inside a fenced block, drag the native selection handles to choose one transaction, part of a line, or any custom range. For exact selection across a full assistant response, tap Select text to open a dedicated scrollable sheet, scroll to any part of the response, adjust the native selection handles, copy the text you need, then tap Done.
Install measurement
Finance AI uses mobile app events to measure app installs and opens from App Store and advertising campaigns. These events help understand whether ads lead to installs, but they do not include your bank balances, transactions, categories, or AI chat content.
On iPhone, Finance AI asks for Apple's tracking permission before allowing Meta to collect the device advertising identifier. If you allow it, the identifier can improve ad-install attribution. If you decline, advertiser ID collection stays off and the app can still use Apple's privacy-preserving SKAdNetwork measurement. You can change the permission later in iOS Settings under Privacy & Security > Tracking.
Frequently asked questions
How do I download the iOS app?
Sign in on the web, open the install page or Account page, then choose Download on the App Store.
Where the download link appears?
Finance AI shows the App Store download link on the public landing page, the post-onboarding install page, and the web Account page. After onboarding, Finance AI sends you to the install page so you can move from web setup into the mobile app.
What should I know about using the same account?
Use the same email address in the mobile app that you used on the web. Your subscription, connected accounts, categories, chats, and settings are tied to that account.
What should I know about using chat on mobile?
Mobile chat formats fenced code and plain-text blocks in a monospace panel. Inside a fenced block, drag the native selection handles to choose one transaction, part of a line, or any custom range. For exact selection across a full assistant response, tap Select text to open a dedicated scrollable sheet, scroll to any part of the response, adjust the native selection handles, copy the text you need, then tap Done.