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.
Understand your finances with powerful insights
Beautiful charts, detailed breakdowns, and customizable reports. See where your money goes and how your wealth grows over time.
Everything you need to understand your finances.
Powerful reports and visualizations that turn your data into actionable insights.
Get a complete overview of your finances at a glance. See income, expenses, savings rate, and key metrics all in one place.
Customize your reports, your way.
Filter, export, and compare—everything you need to make sense of your finances.
Custom Filters
Slice your data any way you want.
Filter reports by date range, account, category, or tags. Create the exact view you need to understand your spending patterns.
Export & Share
Take your reports anywhere.
Export reports as CSV for spreadsheets or PNG for sharing. Save your favourite report configurations to access them anytime.
Historical Comparisons
Compare any time periods.
See how your spending this month compares to last month, or this year vs last year. Spot trends and track your progress over time.
Slice your data any way you want.
Filter reports by date range, account, category, or tags. Create the exact view you need to understand your spending patterns.
Take your reports anywhere.
Export reports as CSV for spreadsheets or PNG for sharing. Save your favourite report configurations to access them anytime.
Compare any time periods.
See how your spending this month compares to last month, or this year vs last year. Spot trends and track your progress over time.
Get started today
Start understanding your finances in minutes. Import your transactions and see beautiful reports instantly.
View your first reportPowerful features
Built for real-world reporting
Every feature designed to help you understand your finances, from detailed breakdowns to beautiful visualizations you can share.
- Spending by category
- Interactive donut and bar charts show exactly where your money goes each month.
- Income vs expenses
- Track your cash flow with clear visualizations of money in versus money out.
- Net worth over time
- See your total wealth grow with historical net worth tracking and charts.
- Saved report views
- Save your favourite filter combinations and access them with one click.
- CSV & PNG export
- Export your data to spreadsheets or save charts as images for sharing.
- Date range filters
- View any time period—this month, last quarter, year-to-date, or custom ranges.
- Cash flow calendar
- View income and expenses on an interactive calendar with day, week, or month views.
- Period comparisons
- Compare spending month-over-month or year-over-year to spot trends.
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