Last updated 07-08-2024
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FinWise
Take control of your personal finance with FinWise's comprehensive suite of financial management tools designed to simplify budgeting, net-worth tracking, and financial planning. FinWise offers a user-friendly platform to help you manage and control your money, making it possible to save more, monitor expenses, and reach your financial objectives effectively.
With FinWise, you can securely connect your accounts, track your net worth, create and manage budgets, plan for future financial goals, and gain deep insights with trends analysis. Sign up with FinWise today and take advantage of their 14-day free trial without needing a credit card.
Budgeting: Set budgets for various categories to monitor spending, track expenditures compared to previous months, and strategically manage financial goals.
Net Worth Tracking: Access insights into your assets, liabilities, and net-wirth growth by securely syncing bank accounts, credit cards, and investments.
Financial Planning: Add income, expenses, assets, and liabilities to create comprehensive financial plans and forecasts to ensure financial security.
Insights & Trends Analysis: Monitor income, spending, and savings for a more informed financial decision-making process, and export data for deep analysis.
Security & Privacy: FinWise prioritizes user security and privacy, employing bank-level encryption and not storing banking credentials or sharing information with third parties.
1) Is FinWise secure to use?
Yes, your data security and privacy is our top priority. FinWise employs bank-level encryption and follows industry-standard security protocols to ensure your financial data is safe, private and protected. We do not store your banking credentials, and your personal information is never shared with any third parties.
2) How does FinWise help me budget effectively?
FinWise offers intuitive budgeting tools to help you create customized budgets based on your financial goals and spending patterns. It tracks your expenses automatically, provides insights on where you can save, and alerts you if you're approaching your budget limits.
3) Which countries does FinWise support for bank integrations?
We offer account syncing in USA, Canada, Europe and South Africa, and are busy working on our Australia and New Zealand integrations. You can also create manual accounts where you can upload your transactions via CSV and still have the same FinWise experience.
4) Is there an app?
Not at this time, but it is on our roadmap and will be available in 2024. FinWise works best on desktop screens.
5) Is there customer support available if I need assistance?
Of course! We value our users and offer real-time customer support to address any queries or issues you may have. You can reach out to our dedicated support team via the web chat (Blue button on the bottom right of your screen) or via email at [email protected], and we'll be happy to assist you.