Financial dashboard
Combines key figures from income and expenses, net worth, budgets and transactions in one view so users can review their financial position quickly.
Finantly
Finantly is a personal finance app for tracking income, expenses, budgets, investments and net worth in one place. It helps individuals organize financial data through goal-based onboarding, transaction categorization and financial analysis.
Personal finance tracking in one app
Finantly is a personal finance app that brings income, expenses, savings, budgets, investments and net worth into one workspace. Its dashboard combines information from the main modules, while category breakdowns, charts and analytics help users examine their financial position and spending.
The product uses goal-oriented onboarding rather than starting with an empty dashboard. Users choose a priority such as seeing all their finances, paying down loans, buying a home or car, investing, or understanding where their money goes; Finantly then guides them through adding the relevant figures and presents an initial insight. The site also describes bank-statement transaction import, automatic categorization and investment valuation, although it does not specify supported banks or connection formats.
Features
Income and expense tracking
Tracks income, expenses and savings together, with category breakdowns, charts and analytics for reviewing cash flow and spending.
Budgets and goals
Supports budget planning with budgets, goals and categories to help users compare planned finances with actual activity.
Net worth and investments
Records assets, liabilities and investments, with automatic valuation for investments and a dynamic net worth view.
Transaction import and categorization
Allows transaction entry and bank-statement import. The site describes the import as AI-assisted and says the app learns user habits for auto-categorization.
Calculators and multi-currency support
Provides financial calculators and supports multiple currencies; the registration form includes a currency selection field.
Use cases
See the full financial picture
Use the dashboard and net worth view to consolidate balances, assets and liabilities into a single overview rather than checking several separate tools.
Control everyday spending
Set budgets and categories, then review income, expenses and transaction analytics to identify where money is going and monitor monthly spending.
Plan around loan repayment
Choose the loan-payoff goal during onboarding and add the relevant figures to get a guided starting view for debt-focused planning. The site does not describe a dedicated debt-management module.
Prepare for a major purchase
Use the home-or-car goal to organize the financial figures relevant to a major purchase and follow the next-step guidance provided during setup.
Follow investment progress
Track investments alongside net worth and use automatic valuation to monitor how investment holdings contribute to overall wealth.
Pros and Cons
Pros
- Combines budgets, expenses, income, savings, investments and net worth in one financial workspace.
- Goal-based onboarding guides users toward an initial financial insight instead of requiring them to configure every module first.
- Includes AI-assisted transaction import and automatic categorization, reducing some manual entry.
- Provides stated data controls, including export and permanent deletion, and says it does not sell user data or show ads.
Cons
- The provided site content does not specify supported banks, account connections or import formats.
- The product is subscription-based after the stated 30-day free period; there is no free version according to the homepage.
- The available source does not establish whether Finantly supports teams or shared household accounts.
FAQ
What is Finantly?
Finantly is a personal finance app for tracking income, expenses, savings, budgets, investments and net worth in one place. Its onboarding asks users to choose a goal and then guides them through adding the numbers needed for an initial insight.
Does Finantly offer a free trial?
The site states that Finantly offers the first 30 days free. After that, it presents paid monthly and annual subscription options; the annual option is described as 34% cheaper than the monthly plan. The exact prices shown on the homepage are $9.99 per month or $79 per year, with automatic renewal until cancellation.
How do I add financial data?
The homepage says users can add a main bank account during onboarding and lists transaction import from bank statements as AI-assisted. The available account connections, supported institutions and import formats are not specified in the provided source.
What can I track in Finantly?
The site lists a dashboard, net worth, income and expenses, budgets, transactions, categories, investments and calculators. It also describes automatic investment valuation, auto-categorization and charts and analytics.
Can I export or delete my data?
Finantly states that data can be exported or permanently deleted at any time. It also says financial and account-related fields are encrypted, sessions expire automatically, and payments are handled by Polar with 3D Secure support.
Quick Facts
- Category
- Personal finance
- Primary use
- Track spending, budgets, cash flow and net worth
- Workflow
- Goal selection followed by guided data entry
- Currency support
- Multi-currency support; registration includes currency selection
- Access
- Browser-based access is described on the site; broader platform coverage is not specified
- Trial and billing
- 30 days free, followed by paid monthly or annual subscriptions
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