Finary: Budget & Money Tracker 4+

Cashflow, crypto, investing

Finary SAS

Designed for iPad

    • 3.8 • 25 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

Finary is the ultimate money management App. Automatically track your assets, analyze your performance and monitor your budget with our bank-grade security App.

One place. All your investments. Super powered.

With Finary, experience the world’s first App that lets you track your net worth in real-time and plan your financial goals. Connect all your investments and liabilities, get performance reports and optimize your portfolio. Safely link over 20,000 Banks, Brokers, Crypto platforms, Robo-advisors.... Finary works globally and replaces your Spreadsheet.
Finary is a real financial planner. The App also allows you to plan and track your financial goals, especially financial independence. We’ve created your personal finance OS so you can focus on what matters: making investment decisions.

MULTI-ASSET TRACKING
■ Real Estate: All types of properties, powerful price estimates
■ Banks: HSBC, Lloyds Bank, Barclays, Revolut, N26, NatWest, Virgin Money...
■ Brokers: IG, Interactive Brokers, XTB, Hargreaves Lansdown, AJ Bell, Vanguard, Etrade, DeGiro....
■ Crypto: Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda, Ledger Live, Solana, Cardano Wallet...
■ Precious Metals: Gold, Silver, Platinum...
■ Startups and Angel Investments
■ Crowdfunding & Crowdlending
■ Private Equity
■ Collectibles: Watches, Cars, Cards, Wine, NFTs..
and much more

CASHFLOW TRACKING
■ Clear vision on your money flow
■ AI-Powered Categorizations
■ Create custom categories
■ Advanced Analytics

ADVANCED PORTFOLIO ANALYTICS
■ Realized and Unrealized Gains
■ Real-Time prices for many Assets
■ Optimize your Portfolio with exclusive Insights
■ Uncover hidden Fees and save big
■ Get your portfolio Diversification Score and optimize it
■ Track your Dividends

CRYPTO INVESTING
■ Invest in autopilot or buy instantly
■ Low fees and no spread
■ Effortless and swift configuration
■ Regulated in France

PLAN AND TRACK YOUR FINANCIAL GOALS
■ Financial independence simulator
■ Automatic progress tracking
■ Optimizations to reach your goal faster

BANK-LEVEL SECURITY
■ We apply the same security standards as Banks
■ Enable 2FA and secure your account even further
■ We don't store any banking credentials and cannot move money on your Accounts
■ Our Team can only access your data after you sent us a request and gave us your consent

SMART NOTIFICATIONS
■ Your weekly Performance Report
■ Dividend payouts and other important events
■ Setup personalized price alerts

USERS LOVE FINARY
“The Finary App gives a real-time overview of all my investments and liabilities. No more wasting time updating my Google Sheet!”
Simon


“My to-go app for everything finance! Being spread between multiple investment platforms and countries, I was in desperate need of a portfolio tracker that has it all. Finary does exactly that.”
Matt


“This is simply the best portfolio tracking App! Smooth onboarding, real-time price updates, and a team that listens to its users. A must-have for all investors.”
Alexis

ASSISTANCE AVAILABLE 7 DAYS A WEEK
■ Send us your questions, suggestions, or reviews, we’d love to hear from you!
■ Twitter: twitter.com/finaryhq
■ Facebook: facebook.com/finaryhq
■ Youtube : youtube.com/c/Finary
■ Blog: finary.com/en/blog
■ Email: hello@finary.com
Terms of Use: https://finary.com/en/terms
Apple Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

What’s New

Version 2.33.1

This new release includes bug fixes and improvements.

We’re always making changes and improvements to Finary. To make sure you don’t miss a thing, just keep your updates turned on.

Follow us on X (@finaryhq) and Instagram (@finary)

Ratings and Reviews

3.8 out of 5
25 Ratings

25 Ratings

LucasChpl ,

A great app with plenty of potential

Finary is a great app with a lot of potential. It is particularly useful if you have different types of assets from different sources. I have not found a single portfolio tracker capable of linking this many different platforms to your account. Also the team was super reactive in assisting me with an issue I had. The only think that would be nice to see is if historical data could be loaded when an account is linked. But would definitely recommend.

Developer Response ,

Many thanks for this review! We would love to be able to get historical data but, sadly, most platforms do not share this information. Definitely something we are aiming for.
– Pierre-Luc

skayworld ,

Lots of potential, but buggy and bad support.

It’s good to add new features every month, but it’s just as good or better to treat your customers properly, especially when they are premium. So here are my suggestions: When a customer mentions a bug, no matter the nature of the bug, start by apologizing for the damage caused (don’t blame your partners!). When you realize that this bug has made the application completely unusable (or even harmful for the customer) because all the imported values are wrong, think about offering compensation. Free premium months for standard users. Refunds for Plus users. It’s unacceptable to have paid £100 annually for an application that has been unusable for 5 months. No matter the holiday apology messages or anything else, 3 days minimum to respond to a Plus user is unheard of in fintech. Treat your Plus users with better attention.

Developer Response ,

Thanks a lot for your review and for reaching out through the chat. As I told you, we are sorry about the longer reply times and the issues that impacted your experience with Finary. We are working on the bug you mentioned, and I will let you know when this is fixed. We are still a small team but new people are joining our support team to provide quicker and more efficient help when you face issues.
We appreciate your feedbacks and are confident your experience with the app will improve in the months to come.
– Pierre-Luc

DipamPatel2811 ,

Great app, highly recommend!!

Really cool app. I love how you can aggregate your financial assets as well as track the value of my watches, I get a general view that is very helpful. There are a lot of updates that are being pushed by the team and I am looking forward to trying the GPT assistant!

Developer Response ,

Thank you so much for your review! We're thrilled to hear that you find our app cool and helpful for tracking your financial assets and the value of your watches. We're constantly working on updates to improve the app and provide new features. We're glad you're excited about trying our GPT-4 assistant!
– Pierre-Luc

App Privacy

The developer, Finary SAS, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Contact Info
  • Identifiers
  • Usage Data
  • Other Data

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Identifiers
  • Usage Data
  • Other Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

You Might Also Like

Bourse Direct Trading App
Finance
Fortuneo Banque & Bourse
Finance
SwissBorg: Buy Bitcoin, crypto
Finance
Linxo - L'app n°1 de budget
Finance
Yomoni
Finance
Fridaa. - Crédit immobilier
Finance