How it works
How it works
All your accounts in one app
Forget about spreadsheets. You can manage cash, bank, and investment accounts in one place. They are always at your fingertips.
Track every dollar — create transactions for your cash spending, get categorized transactions from the linked accounts. Split transactions, rename or change their categories, write notes and add photos.
Stick to the budget
Creating and following a budget is the first step to financial freedom. You don't need to do a deep analysis of your finances by yourself. Finmatex will analyze your income and expenses over the past 12 months and create a successful budget for you.
Smart control
All your transactions will be automatically categorized, so you don’t need to waste a ton of time doing it by yourself. You’ll get a notification if you are going over budget You can redistribute money between the categories if you need.
One-click financial reports
Get the full picture of your finances for the last year.
Net worth
Net worth is what you own minus what you owe. Look at the big picture, evaluate your progress, and change your financial behavior.
Spending
Analyze your past financial decisions and make your future spending more deliberate.
Income
Get a structure of your income, compare it with your spending and make a decision if it’s time to make some changes.
Debt report
Debt management is your first step to financial freedom. Finmatex will show you the dynamics of loan payments to help you control your progress.
Interest paid
Our interest paid report is a simple and clear way to realize how much you lose on the loans. It can be overwhelming!
Top payees
We will show you where your money goes.
Portfolio & Positions
Get a clear insight into your investments and control your risks.
Reach your financial goal
Prepare for retirement, pay off debts, plan a vacation, prepare for a wedding or even buy a house. Do whatever you want. We will help you to stay on track and reach your goals step by step!
Set a goal in a minute
Set a goal: enter its name, amount, and due date. Link a bank or investment account to it and don't forget to add a photo: it's important to visualize your dream. And that's it — Finmatex will track your progress and remind you about your achievements.
