Nova needs the right data to understand your financial situation and streamline your finances accurately. Here is how to get started, it will benefit both you and the Nova AI!

The initial setup and review


When you signup for Nova, the first thing to do is to learn the financial concepts behind the Nova method. The second thing to do is:

Review and adjust your income

Review and plan your recurring expenses

Set your monthly budget

Have the right transaction history


Open Banking connections

Connect all your bank accounts and make sure they’re properly synchronised. Open banking connections need to be renewed every 90 days (it’s not because we enjoy bothering you, it’s the UK law).

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Create offline accounts for your accounts not supported by open banking

Create offline accounts

Do you have any account that you couldn't connect to Nova? f yes, then:

1.1 Create an Offline Account