Personal Finances, Simplified | FinWise

2 min read Original article ↗

Accounts

See all your accounts in one place

Securely connect your bank accounts, credit cards, investments, and more for a complete view of your finances.

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Securely connect all your favourite accounts.

Check

Get insights into your assets, liabilities and net-worth growth.

Check

View and track your net-worth.

Screenshot of the accounts page in FinWise

Accounts

See all your accounts in one place

Securely connect your bank accounts, credit cards, investments, and more for a complete view of your finances.

Check

Securely connect all your favourite accounts.

Check

Get insights into your assets, liabilities and net-worth growth.

Check

View and track your net-worth.

Screenshot of the accounts page in FinWise

Budgeting

Save money and keep tabs on your spending

Create a budget and keep track of your spending. Use your budget to help you reach your financial goals.

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Set budgets for categories and keep tabs on your spending.

Check

Track and compare your spending to previous months.

Check

See how much money you have left for the month.

Screenshot of the budgeting page in FinWise

Screenshot of the budgeting page in FinWise

Budgeting

Save money and keep tabs on your spending

Create a budget and keep track of your spending. Use your budget to help you reach your financial goals.

Check

Set budgets for categories and keep tabs on your spending.

Check

Track and compare your spending to previous months.

Check

See how much money you have left for the month.

Plan

Plan your financial future and track your progress

Planning to buy a house? Or have kids? Add it to your plan and make sure you never run out of money. Add your income, expenses, assets and liabilities and see what your money will do over time.

Check

Plan and forecast your money to see how much you will have over time.

Check

Create and compare different financial scenarios.

Check

Track your progress against your plan.

Screenshot of the planning page in FinWise

Plan

Plan your financial future and track your progress

Planning to buy a house? Or have kids? Add it to your plan and make sure you never run out of money. Add your income, expenses, assets and liabilities and see what your money will do over time.

Check

Plan and forecast your money to see how much you will have over time.

Check

Create and compare different financial scenarios.

Check

Track your progress against your plan.

Screenshot of the planning page in FinWise

Insights

Analyse your spending, income, savings and more

Get meaningful insights into your income, spending, savings, net-worth and more to help you reach your financial goals.

Check

Get meaningful insights into your personal finances.

Check

Monitor your cashflow and track your net-worth.

Check

Export data to CSV for further analysis.

Screenshot of the trends and analysis page in FinWise

Screenshot of the trends and analysis page in FinWise

Insights

Analyse your spending, income, savings and more

Get meaningful insights into your income, spending, savings, net-worth and more to help you reach your financial goals.

Check

Get meaningful insights into your personal finances.

Check

Monitor your cashflow and track your net-worth.

Check

Export data to CSV for further analysis.