We think FinFolio is the easiest software to use in the industry. But our software is wide and deep and we realize even experienced users can use some hand-holding. With our latest release we are expanding our help side-bar with several exciting new features.
- Feature Voting
- Video Training
- What's New
Feature Voting
You can now vote on which features we should add to FinFolio. Our product group pays close attention to these feature requests and tries to implement the ones most requested by users. Upvote the features you care about and add commentary to let us know why you need them.
We pride ourselves on being responsive to our clients, and this helps us quantify the demand for features we could add to the software. This isn't our sole source of input when deciding to build a new feature but is one of the most important. We have already added 10 features that were requested by users in feature voting.
The FinFolio product group sets the status of different features to PLANNED, IN PROGRESS, or COMPLETED to indicate which features are being prioritized. Click into each feature to see comments from the requesters and FinFolio team members. When you vote for a feature, you can enter your email and get updates when the status of the feature changes.
Video Training
You now have access to a library of pre-recorded FinFolio webinars. Watch extensive training videos on any topic where FinFolio has had training. We do live webinars every week and these are the recordings of those webinars.
Kick back and spend 30-60 minutes learning how to rebalance or build reports or bill your accounts. All webinars were recorded with a live audience and there is a Q&A session at the end of each video.
What's New
The What's New in Release X.X is now in the sidebar help center documentation. It pops up in the main app the first time you run a new version of FinFolio. Older What's New topics are available in the sidebar in the Docs area.
