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Help & how-to guides

Everything you need to get set up in Oinkly and make the most of it — in plain English.

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  • Cashflow insights — Oinkly spots patterns in your imported transactions — spending trends, regular outgoings and a 30-day outlook — as information to notice, never as financial advice.
  • Choosing the right plan — Compare Oinkly's Piglet, Boar and Big Pig plans — accounts tracked, features and price — and how the free 7-day Big Pig trial works.
  • Getting started with Oinkly — New to Oinkly? Set up your account, add your first balance and see your net worth in minutes — plus how to keep it accurate and what to add next.
  • How to add property and assets — Add your home, rentals, vehicles and other valuables to Oinkly for a true net worth — with ownership shares, valuations and confidence levels explained.
  • How to add your accounts — A step-by-step guide to adding savings, current accounts, ISAs, pensions, Premium Bonds and loans to Oinkly — and what each field means.
  • How to read your net worth — Understand the numbers on your Oinkly dashboard — total balance, net worth, investable net worth, property equity and the interest figures.
  • How to track ISAs and pensions — Track every ISA and pension in Oinkly — Cash, Stocks & Shares, Lifetime, Junior and Innovative Finance ISAs, plus workplace, personal and SIPP pensions.
  • How to track Premium Bonds — Record your NS&I Premium Bonds in Oinkly, log your prize wins, and understand how the average prize rate and FSCS-free protection work.
  • Importing transactions and statements — Upload a CSV or PDF bank statement and let Oinkly sort your transactions, catch duplicates and keep balances in step — without connecting to your bank.
  • Managing your account and settings — Set up notifications, secure your Oinkly account with email verification, choose your currency, manage your news sources and handle your subscription and billing.
  • Managing your property portfolio — For landlords and multi-property owners — track ownership entities, managing agents and their fees in Oinkly, alongside your properties and their documents. A Big Pig feature.
  • Net worth history and snapshots — How Oinkly's snapshots record your net worth over time so you can see the real trend — starting with a baseline and reading the change over months.
  • Storing your documents — Keep the paperwork behind each account or asset in Oinkly — mortgage offers, valuations, insurance — and get reminded before anything expires.
  • The Interest Deep Dive — See where your interest comes from, how much you could actually spend now, what's exposed to tax, and where you could earn more — all in one Oinkly panel.
  • Tracking loans and liabilities — Add mortgages, loans and other debts to Oinkly for an honest net worth — including money you owe and money you're owed, repayment types and overpayments. A Big Pig feature.
  • Understanding FSCS protection — How the £120,000 FSCS limit works, why it's per banking licence and not per brand, and how Oinkly warns you and helps you spread money to stay protected.
  • Understanding Smart Pig — Smart Pig spots where your savings could earn more and where you're over the FSCS limit — and only ever suggests. It never moves your money.
  • Your calendar and alerts — Let Oinkly remind you about the dates that matter — bonus rates ending, bonds maturing, FSCS exposure, document expiries and payments — all on one calendar.
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