Finary: Budget & Money Tracker 4+

cashflow, crypto, bitcoin

Finary SAS

Designed for iPad

    • 4.4 • 41 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, Broker, 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: Revolut, Morgan Stanley, Stash, Bank of America, HSBC, Citibank, Chase, JP Morgan, N26, Wells Fargo, Goldman Sachs, AMEX, Wells Fargo, Investors bank,...
■ Brokers: Robinhood, Charles Schwab, Interactive Brokers, Vanguard, Etrade, DeGiro, Sofi Investment Trading, Sharesight...
■ Benefits: Fidelity Netbenefits, Vanguard, Charles Schwab Equity Center,...
■ Robo-Advisors: Wealthfront, Betterment, Nutmeg, Acorns, Stash,...
■ Crypto: Binance, Coinbase, Kraken, Bitstamp, Crypto.com, Bitpanda, Ledger Live, Solana, Cardano Wallet...
■ Precious Metals: Gold and Silver, Platinum...
■ Startups et 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

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 2.59.0

This release includes performance optimizations & bug fixes.


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

4.4 out of 5
41 Ratings

41 Ratings

Fanagame ,

Awesome finance tracker

I have accounts in France and the US. I knew the classic trackers in both markets but never found one that worked across, forcing me to have spreadsheet to have an overall view of my net worth. Now I don’t need it, Finary solved my issues and gave me even more! With their analysis tools they helped me become aware of hidden fees I was paying on some accounts which I have now optimized. Their customer support is also top notch and very responsive. Really recommend this app to anyone!

Developer Response ,

Thank you so much for this feedback! We love to hear that, and the team is working hard behind the scenes to keep improving the app and delivering more value to you. – Pierre-Luc

Cochin59 ,

All in one place!

I can track my crypto portfolio, saving accounts and credit cards balance on one single screen. Love it!

Developer Response ,

Love hearing that - thanks so much 👏

grA.V ,

Nothing imports/limks

I successfully linked 2 major brokerages - Fidelity (via Flanks) and Ascensus (via Plaid) Neither pulls any data into Finary. Fidelity shows as actively linked but Zero dollars/funds/data pulling in. Ascensus “requires verification” immediately after successfully linking, and then shows repeated errors trying to verify/relink.

Trying this out in the free version to see if it’s something I’d want to pay to use for everything. Not based on it failing to link/import my most important accounts.

Interface looks nice though.

Developer Response ,

We're sorry to hear you're having issues with the app. Please email us at hello@finary.com so we can address your concerns in detail. Lucie

Events

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, for example, based on the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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