HyperFX
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Getting started

From first launch to your full financial picture.

Follow the HyperFX onboarding flow, connect your first institution, and learn where to find transactions, budgets, recurring payments, accounts, and settings.

Onboarding walkthrough

Six steps to get up and running.

  1. /01

    Create your HyperFX account

    Open HyperFX, choose to create an account, and enter the requested account information. If you already have an account, use Sign In instead.

  2. /02

    Verify your email address

    Open the verification message sent to your email and follow the link. After confirmation, return to HyperFX and sign in to continue setup.

  3. /03

    Choose your subscription

    Tap Get Started to open the Apple subscription screen and choose the monthly or annual HyperFX plan. A paid subscription is required to continue into the app.

  4. /04

    Connect your first institution

    Tap Link Account and continue through Plaid. Select a supported financial institution and the account access you want to authorize.

  5. /05

    Let HyperSync bring in activity

    After connection, HyperFX begins fetching balances and indexing transactions. You can continue while the app reports that syncing is happening in the background.

  6. /06

    Launch HyperFX

    When setup is complete, tap Launch HyperFX to open Transactions. You can connect additional institutions later from the Accounts tab.

Find your way around

Five tabs. One connected financial story.

Transactions

Switch between your transaction List and Insights. Insights summarizes earned, spent, saved, and savings rate for the selected date range.

Recurring

Review recurring payments detected from connected transaction activity in one focused view.

Budgets

Create categories with the plus button, follow the budget List, or switch to Insights for a visual spending breakdown.

Accounts

See connected institutions, add another account with the plus button, or disconnect an institution you no longer want linked.

Settings

Review subscription information, manage App Store billing, open legal documents, sign out, or access account deletion.

Your first sync

Give new activity a moment to arrive.

After connecting an institution, HyperFX may display a Syncing transactions… banner while HyperSync works in the background.

When the banner changes to New data available, tap Refresh to load the newest account and transaction information into the current views.

Need help getting through setup?

Contact HyperFX support if verification, subscription activation, account connection, or syncing does not complete as expected.

Contact support