FinWise
The operating system for your personal finances
Listed in categories:
MoneyBudgetingPersonal Finance
Description
FinWise is a modern personal finance management tool that simplifies budgeting, net worth tracking, financial planning, and forecasting. It provides users with insights and trends to help them manage their finances effectively and reach their financial goals.
How to use FinWise?
To use FinWise, sign up for a free trial, securely connect your financial accounts, and start creating budgets and tracking your net worth. Utilize the insights and planning tools to manage your finances effectively.
Core features of FinWise:
1️⃣
Budgeting: Create and track budgets to manage spending effectively.
2️⃣
Net Worth Tracking: Monitor assets, liabilities, and net worth growth over time.
3️⃣
Account Syncing: Securely connect bank accounts, credit cards, and investments for a complete financial overview.
4️⃣
Trends & Analysis: Analyze spending, income, and savings to gain meaningful insights into personal finances.
5️⃣
Financial Planning & Forecasting: Plan for future financial goals and track progress against financial scenarios.
Why could be used FinWise?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Individuals looking to manage their personal finances more effectively. | ✅ | |
| # 2 | Families planning for future expenses like buying a house or having children. | ✅ | |
| # 3 | Users wanting to gain insights into their spending habits and net worth growth. | ✅ | |
Who developed FinWise?
FinWiseApp Corp is dedicated to providing users with a powerful and intuitive personal finance management tool. Their mission is to help individuals and families take control of their finances and achieve their financial goals without the clutter of ads or data selling.