
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.
Import your bank statements, categorise transactions with powerful rules, and see your complete financial picture.
All your accounts, transactions, and financial data in one beautiful dashboard.
Track cash, savings, credit cards, assets, loans, and investments. Support for multiple currencies with automatic conversion.

Spend less time managing your money and more time enjoying it.
Import transactions from any bank.
Upload CSV exports or bank statements from any institution. Duplicate detection ensures you never double-count transactions.

Automate your transaction organisation.
Create rules that automatically categorise transactions based on merchant, amount, or description. Set rule priorities for complete control.

Track your regular income and expenses.
Set up recurring transactions for salaries, subscriptions, and regular bills. See upcoming transactions and never be surprised by a payment again.
Import transactions from any bank.
Upload CSV exports or bank statements from any institution. Duplicate detection ensures you never double-count transactions.
Automate your transaction organisation.
Create rules that automatically categorise transactions based on merchant, amount, or description. Set rule priorities for complete control.
Track your regular income and expenses.
Set up recurring transactions for salaries, subscriptions, and regular bills. See upcoming transactions and never be surprised by a payment again.

Start tracking your finances in minutes. Import your first statement and see where your money goes.
Import your first accountBuilt for real-world tracking
Every feature designed to make managing your finances easier, from multi-currency support to intelligent duplicate detection.
Tips and insights to help you manage your finances better.

Financio now lets you choose between Simple, Standard, and Detailed category presets. Here's how to pick the one that suits your tracking style.

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Now you can share your Financio household with family members, giving them full visibility or edit access to manage finances together