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Getting Started

New to NivoaFlow? Start here.

7 articles

What Is NivoaFlow?

An overview of NivoaFlow — the Canadian-first personal finance app for budgeting, goal tracking, tax optimisation, and household collaboration.

Creating Your Account

How to sign up for NivoaFlow using email or Google login and complete the onboarding wizard.

Connecting Your First Institution

Step-by-step guide to linking an institution through Plaid for automatic transaction syncing.

Importing Transactions via CSV

How to upload a CSV or Excel file from your institution and import transactions into NivoaFlow.

Choosing a Budget Method

Overview of the five budgeting methods available in NivoaFlow and how to pick the right one for you.

Free vs. Personal vs. Household Plans

A detailed comparison of NivoaFlow's three pricing tiers and what each one includes.

Troubleshooting Sign-In and Sign-Up

Fix common problems with creating an account or signing in: missing confirmation emails, password requirements, existing accounts, and locked-out attempts.

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