The personal finance
app for everyone
Financial.ly is an all-in-one personal finance platform. Track, optimize, grow, and manage your money through every stage of life.
Add anything,
yes anything
Track your bank accounts
, check how your stocks
and crypto
are doing
and monitor your everything else
in any currency all in one place.
Link everything automagically
Over 10,000+ institutions to choose from when linking all your accounts.
All your assets & debts charted
Visualize your accounts with charts, making it easy to understand at a glance.
Prefer manual? No problem
Add any account manually with custom built flows and import accounts via CSV.
Transactions
handled your way
Create a new incomeexpense or transfer transaction.
Edit it, add custom categories, merchants and tags
Create filters, Import via CSV, Link transactions, Set up rules and more.
Stay on top of every transaction
Easily track and organize your spending — add details, link transfers, and keep in sync.
Find exactly what you need, instantly
Filter transactions by date, account, category, merchant and more to get precise results.
Automate your transactions, your way
Create rules to categorize transactions—saving time and organizing finances.
Budgeting,
made simple
Customize category budgets, set smart allocations and stay on top of categoryspending.
Monitoroverages, compare trends, and optimize your finances.
Setup and customize your budget
Monitor category balances so you always know how much is left to spend.
Track spending and stay in control
See where your money goes — monitor overages, compare spending trends, and adjust as needed.
Optimize your budget
Setup smart allocations and make smarter financial decisions.
Uncompromising Security
Radical Transparency
Secure by design
We treat your financial data like we'd want ours to be treated, by using strong encryption and zero-knowledge authentication.
Open source
We believe financial tools should be transparent. Financial.ly is open-source - you can review the code, contribute, or self-host for full control.
Built in public
No hidden agendas, no gatekeeping-just a transparent, community-driven approach to creating the best financial tool possible.
One more thing.
And yes, it's AI.
Ask anything like
or
or even
and get answered, really fast.
