Finfolio

The Finance Manager

Free · Designed for iPad. Not verified for macOS.

Take control of your financial life. Track bills, subscriptions, insurance & investments. Finfolio puts everything in one place, works offline, and keeps data private. Finfolio is your all-in-one personal finance companion — track every bill, grow your wealth, and understand your spending, all in one beautifully simple app. Whether you're managing credit card dues, SIP investments, insurance renewals, FDs, or your family's net worth — Finfolio puts everything in one place, works offline, and keeps your data private. BILLS & SUBSCRIPTIONS Never miss a payment again. Track credit card dues, EMIs, insurance premiums, LIC policies, utility bills, OTT subscriptions, and more. Finfolio reminds you before every due date — days, weeks, or months in advance. • Smart reminders with custom lead time • Location-based alerts — remind when you arrive at a place • Auto-advance due dates after payment • Overdue detection with badge alerts • Duplicate bill detection before saving • Full payment history per task WEALTH & NET WORTH Know exactly where you stand financially at any moment. • Real-time net worth calculation across all assets and liabilities • Net worth trend chart over time • Mutual Fund SIP tracking with cumulative invested amount and CAGR projection • Inflation-adjusted SIP returns • Gold tracking (physical + digital) with live price per gram • Fixed Deposit tracker with maturity calendar and early alerts • Property, vehicles, and other assets • 80C Tax Saving Tracker — visualize progress toward ₹1.5L limit (PPF, NPS, SIP, FD) • Bill amount history sparkline for every investment row • Debt payoff progress bars for liabilities • Family member profiles — separate view per person BUDGET & INSIGHTS Understand your spending patterns and stay on track. • Monthly category budgets with live vs. actual comparison • 6-month spending trend chart with average line and highest/lowest callout • Predicted overspend alert — get notified when your pace exceeds last month by 10% • Savings rate tracker • Income logging (salary, rent, freelance, and more) • Surplus transfer to bank balance • Spending breakdown by category DOCUMENTS Keep all your financial documents safe and organized. • Scan and store receipts, bills, and financial statements • PDF viewer built in • Folder organization • Share documents with collaborators via share code • Monthly PDF report generation BACKUP & RESTORE Your data, always safe — even without iCloud. • Full backup to a single .finfoliobackup file (tasks, payments, PDFs, settings, SIP history — everything) • Optional AES-256 password encryption for backups • Restore from any backup file, even after deleting the app • Save backups to iCloud Drive, Google Drive, or email them to yourself SHARE & COLLABORATE • Share tasks with family or friends via a unique share code • Real-time sync via CloudKit — changes appear instantly across devices • Share financial documents securely DEEP APPLE INTEGRATION • Siri Shortcuts — "Hey Siri, what's my net worth?" or "Kitna bacha hai budget mein?" • Home Screen Widgets (small, medium, lock screen) — see upcoming dues at a glance • Interactive medium widget — mark tasks as paid directly from your home screen • Spotlight Search — find any bill from your home screen • Apple Calendar sync • Face ID / Touch ID lock • CSV export for Excel • PDF export for reports • iCloud sync across iPhone and iPad PRIVACY FIRST Your financial data stays on your device. No accounts required. No data sent to external servers. Location is used only on-device for geofenced reminders. DISCLAIMER Finfolio is a personal finance helper — not a financial advisor. All calculations are estimates. Always verify important financial data with a qualified professional. Use it as a helper, not an advisor.

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App Disclaimer & Onboarding New first-launch disclaimer covering financial accuracy, reminders, location usage, backup password responsibility, and sharing. Agree to proceed; disagree closes the app. Full disclaimer available anytime in Settings → Legal. Password-Protected Backups Encrypt your backup file with AES-256 before sharing or storing it. Set a password when generating — required to restore. Warning: there is no password recovery option, so store it safely. Unencrypted backups also supported. 6-Month Spending Trend Chart New chart on the Home dashboard showing your last 6 months of spending with an average line, highest/lowest month callout, and colour-coded bars. 80C Tax Saving Tracker See your annual progress toward the ₹1.5 lakh Section 80C limit across PPF, NPS, SIP, and FD investments — with a "Maxed!" badge when you hit the limit. FD Maturity Calendar All FDs maturing in the next 12 months shown in one place with colour-coded urgency badges (red ≤7 days, orange ≤30 days). Automatic reminders 7 days before maturity. Bill Amount Sparklines Each investment row now shows a mini sparkline of recent payment amounts — green if trending up, orange if falling. Overspend Pace Alert If your spending pace for the month is 10% above last month's total, you'll get a proactive notification before month-end. Interactive Medium Widget The medium home screen widget now shows 5 upcoming tasks with an overdue count badge and lets you mark tasks as paid directly from the widget. Duplicate Bill Detection Adding a bill or subscription with the same name and type as an existing one now prompts a warning before saving. Legal Section in Settings Settings → Legal & Information now shows the full disclaimer, backup password reminder, location usage note, and the "helper not advisor" advisory in one clean place.

Version 1.4

The developer, Priyeshkumar Patel, 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 Not Collected

    The developer does not collect any data from this app.

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

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Priyeshkumar Patel
    Size
    • 10 MB
    Category
    • Finance
    Compatibility
    Requires iOS 26.1 or later.
    • iPhone
      Requires iOS 26.1 or later.
    • iPad
      Requires iPadOS 26.1 or later.
    • Mac
      Requires macOS 26.1 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 26.1 or later.
    Location
    • This app may use your location even when it isn’t open, which can decrease device battery life.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • Copyright © 2026 Priyeshkumar Patel. All Rights Reserved.
  • Developer Website
  • Privacy Policy

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