Finary: Budget & Money Tracker

Finary: Budget & Money Tracker icon

Finary: Budget & Money Tracker

Finary SAS

In this financial management app, you can connect various accounts, monitor assets, and analyze your portfolio. Includes real-time net worth tracking, goal planning tools, and investment performance reports.

AppRecs review analysis

AppRecs rating 4.4. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.

★★★★

4.4

AppRecs Rating

Ratings breakdown

5 star

79%

4 star

7%

3 star

1%

2 star

2%

1 star

10%

What to know

High user satisfaction

87% of sampled ratings are 4+ stars (4.4★ average)

Authentic reviews

No red flags detected

About Finary: Budget & Money Tracker

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/
Finary: Budget & Money Tracker Screenshots
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Tap to Rate:

Reviews for Finary: Budget & Money Tracker

Petrus Lichoas

Good

Good

MPB59!

Great in theory but does not really work

I love the YouTube chain. Mounir and his team are doing more for educating people on personal finances than anyone before. It’s not pro bono as the service of Finary is not free and the financial products proposed mean business. Finary is certainly going to be a beautiful FinTech company. All my admiration remains for that. But the issue is more basic : the application does not work well. It uses Powens that does not do a proper job at agregating data or linking accounts. With bank 1 (a well-known brick and mortar French bank), it only picks the checking account data. With bank 2 (a US financial institution), the numbers are wrongly reported, by a long shot! With bank 3 (a well known Fintech), the link is simply impossible. I am sure that with online support and phone calls, it is possible to solve the issues but the point of the Finary appplication is to make personal finances easy. So, it is an absolute no-go and a personal disappointment.

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