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Everything a planner would ask for. Nothing you have to dig up.
Spending vs benchmarks
Compare your housing, groceries, transport, leisure, debt and savings, and more against national benchmarks to gain insight on where you stand and how to improve your finance health.
Finance Health
One score built from cash flow, lifestyle spending, debt load, emergency fund and savings rate.
Goals that do the math
Set the target and date for your goals, and see the monthly amount it takes.
Insights in plain language
Get insights on your spending habits and where you can focus on improving.
Advisor-ready report
When you are ready for a professional, walk in with the summary they would have asked you to build.
Privacy first. No bank login or account number needed.
Finhance never connects to your bank or investment accounts. You decide exactly what goes in and what stays out.
Learn more about how we protect your dataYou choose what goes in
No bank connections. Add expenses yourself, or upload only the statements you pick.
Redact before it’s read
Black out account numbers and names on a statement. Covered areas are removed first.
Anonymized by design
AI insights use category totals rounded to the nearest $100. Names and account numbers never leave your phone.
Kept on your device
Your plan is stored on your iPhone, not on a server you have to trust.
Questions,
answered.
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