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What is FinWise?
FinWise delivers a modern approach to personal finance management through an intuitive platform that encompasses comprehensive budgeting, net-worth tracking, and financial planning capabilities. The platform seamlessly integrates with various financial accounts, providing users with a unified view of their entire financial landscape.
Powered by advanced AI technology, FinWise automatically categorizes transactions with over 99% accuracy and offers sophisticated analytics tools for tracking spending patterns, monitoring cash flow, and creating detailed financial forecasts. The platform prioritizes data security and privacy, implementing bank-level encryption protocols while providing extensive customization options for budgeting categories and financial planning scenarios.
Features
- AI Transaction Categorization: Automatic categorization with >99% accuracy
- Account Aggregation: Secure connection to bank accounts, credit cards, and investments
- Budget Management: Customizable budgeting with spending tracking and analysis
- Financial Planning: Create and compare different financial scenarios
- Net Worth Tracking: Monitor assets, liabilities, and net-worth growth
- Trend Analysis: Comprehensive insights into income, spending, and savings
- Data Export: CSV export capability for detailed analysis
- Custom Categories: Fully customizable categories with colors and emojis
Use Cases
- Personal budget management
- Financial goal planning
- Net worth tracking
- Expense monitoring
- Subscription management
- Investment tracking
- Financial forecasting
- Cash flow analysis
FAQs
-
Which countries does FinWise support for bank connectivity?
FinWise supports bank connectivity in the US, Canada, most of Europe, and South Africa, with upcoming support for Australia and New Zealand. Manual accounts and CSV transaction uploads are available for unsupported regions. -
Is FinWise secure?
Yes, FinWise uses bank-level security, encryption, and safety protocols. They never store bank login credentials, and personal information is never shared or sold. -
Is there a mobile app?
Not currently, but a mobile app is in development and will be available in 2024.
Related Queries
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FinWise Uptime Monitor
Average Uptime
99.86%
Average Response Time
187.83 ms
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