FinWise Legal & Help Center
Financial Disclaimer
Version: disclaimer-2026-09-22 · Effective: September 22, 2026 · Last updated: September 22, 2026
FinWise helps you record and understand your own activity. It is not a substitute for a qualified financial, tax, investment, or legal professional.
Not advice
FinWise's categories, trends, budgets, goals, forecasts, and export reports are informational tools. They are not individualized investment, tax, legal, accounting, lending, or insurance advice.
No banking or money movement
FinWise is not a bank, NBFC, payment processor, money transmitter, or broker. It does not hold funds, execute payments, access bank accounts, or move money. Entries describe activity you record or choose to import.
Review before relying on a record
Receipt OCR, shared-content capture, voice recognition, calculations, and synced records can contain errors or be incomplete. Capture tools produce editable drafts; review important information before saving or making a financial decision. You remain responsible for your records and decisions.
Contact
Questions about this disclaimer can be sent to support@finwise.delolabs.app.