Budget Planner - Fintelli 4+

Fintelli is a smart money manager, budget planner and spending tracker that lets you connect your current, savings and credit card accounts with it so it can provide you with valuable insights on your balance history, spending behaviour, track transactions, plan budgets, manage receipts.


Our mission is to help you save money and manage your finances smartly.


Fintelli budgeting app is there to assist you with:


1) Single View:
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Identifying overall available balance across all accounts.


2) Balance History:
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Tracking your balance history based on 1 week, 1 month, 3 months, 6 months and 1 year.


3) One App for Personal & Business use:
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If you are self-employed and use one of your personal account for business purpose, then you can create a new space to connect your personal account used for business and keep its analytics separate from your other personal accounts. Spaces are not just intended for Personal vs Business split, so don't bound your imagination. Use spaces as they suit you.


4) Secure Data Sharing:
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The data sharing feature allows you to securely and conveniently share your financial data with:


*) Family / friends to get advice. e.g. Elderly parents can seek support from their children to help manage their expenses and identify fraudulent activity.
*) Housemates to keep track of shared expenses in one place.
*) Accountant, tax advisor, financial advisor, debt advisor etc., for their services. No need to share your bank or credit card statements via email or post.


You have complete control of what information you want to share and for how long. So you always remain in complete control.


5) Recurring Bills & Subscriptions
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Identifying your recurring bills and subscriptions, so you know when the next payment is due and how much you have paid to date. You can also manually convert any transaction to a recurring bill/subscription.


6) Budget Planning (Budgeting app):
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Setting up budgets based on month, pay period and annual basis. You can define an overall budget amount for the whole period or can be more specific for each category or be even more imaginative by creating budget for a group of categories.


7) Multi-Currency:
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Viewing all currency accounts (GBP, USD, EUR, CHF) in a single view and providing insights in a currency of your choosing.


8) Smart Categorisation:
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Categorisation of your transactions into different categories based on our advanced AI algorithm. If you are not happy with our categorisation, then you can always change it and set your preference for any future transactions.


9) Multi-Category:
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Splitting transaction into multiple categories. Not all transactions have a single category. You can split a transaction into as many categories you want.


10) Custom Categories:
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Creating your own categories if our system categories do not meet your need. These custom categories can then be assigned to transactions and used for budget planning.


11) Receipts:
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Storing your transaction receipts along with the transaction, so you have easy access to them as and when you want.


12) Analysis:
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Analysing your spending on different categories, merchants, tags. We understand that not everyone manages their finances on a monthly basis. So we have provided you with easy to navigate view to analyse either based on month or payday.



About us & Security:
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1) We are a UK based payment service provider. We are regulated by FCA under the Payment Services Regulations 2017 (firm registration number 931352).


2) Security is our first priority. We have implemented bank grade security to provide you with a secure app. You can count on us for security of your data.