Choosing the Right Category Preset for Your Finances
Financio now lets you choose between Simple, Standard, and Detailed category presets. Here's how to pick the one that suits your tracking style.
Take control of your finances
Track your accounts, categorise transactions, and understand where your money goes. Beautiful reports and insights to help you build wealth.
Everything you need to manage your money.
Track where it goes, plan where it should go, and see how you're doing.
Import bank statements, categorise transactions automatically, and see exactly where your money goes. Multi-currency support included.
Smart tools for modern finances.
Seamless collaboration, privacy you can trust, and access from anywhere.
Web & iOS Apps
Always in sync, everywhere.
Access your finances on the web or our native iOS app. Your data syncs instantly across all your devices, so you can check in on your money anytime, anywhere.
For You & Your Household
Works for one or many.
Perfect for managing your own finances, or share your financial picture with a partner or family. See combined accounts, track shared goals, and stay aligned on spending .
Privacy-First
Your data stays yours.
Bank-grade encryption protects your financial data. We never sell your information to third parties, and you can export or delete your data anytime. You control what features you use and how your data is analyzed.
Always in sync, everywhere.
Access your finances on the web or our native iOS app. Your data syncs instantly across all your devices, so you can check in on your money anytime, anywhere.
Works for one or many.
Perfect for managing your own finances, or share your financial picture with a partner or family. See combined accounts, track shared goals, and stay aligned on spending .
Your data stays yours.
Bank-grade encryption protects your financial data. We never sell your information to third parties, and you can export or delete your data anytime. You control what features you use and how your data is analyzed.
Intelligence Built In
Import your bank statements and let the magic happen. Transactions are automatically categorised, merchants are cleaned up, and smart rules learn from your corrections to handle future imports without you lifting a finger.
Ask questions in plain English and get instant answers. Find out when you'll hit your savings goals, how quickly you can pay off that loan, or how your spending compares to last year.
Get started today
Take control of your finances in minutes. Import your first statement and see exactly where your money goes.
Import your first accountFrom our blog
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