Finmatex
Budgeting for everyone
Finmatex is a powerful tool for money management
All accounts in one app
Forget about multiple apps and manual data entry. Finmatex brings all your banking, investment, and virtual accounts together in one place. Manage your money effortlessly – connect your accounts and get data automatically to always know where and how your finances are being spent.
- Easy connection: Support for major banks and virtual account creation
- Centralized management: All transactions, accounts, and expenses controlled in one app
Flexible budget & spending control
Whether you prefer a simple model or detailed approach, ready-made template or custom setup from scratch – Finmatex offers the flexibility you need. Choose monthly planning or track daily expenses. Control your finances your way by setting rules for each category.
- Customizable templates: Use ready-made templates like 80/20, envelope system, or create your own
- Automation or manual entry: Manage transactions by connecting bank accounts or add them manually for virtual accounts
- Multi-period budgets: Maintain daily, weekly, monthly, or yearly budgets based on your needs
Set up and reach goals
Set goals that truly matter and track their progress step by step. Financial goals help you focus on what's important – whether saving for major purchases, building an emergency fund, or achieving short-term objectives.
- Special goal – Emergency fund: Build your safety net for unexpected situations
- SMART goals: Plan goals using SMART methodology for more conscious and structured achievement
- Consumer goals: Simple and short-term goals for everyday financial needs
Get insights from advanced reports
Understanding your finances leads to better decision-making. Finmatex's advanced reports provide detailed financial analysis, helping you better understand your spending patterns. This powerful tool optimizes expenses and improves overall financial health.
- Category and trend analysis: Monitor which expense categories need attention and identify financial patterns
- Comparative analysis: Compare income and expenses across different periods to see changes and improve planning
- Budget optimization: Get personalized recommendations based on your financial data to optimize and achieve goals
Start your path to financial freedom in 3 easy steps
Softarex Direct uses Finicity, a Mastercard company, to connect your accounts. Finicity will securely access, process and share the requested financial data & Finicity only uses data with your permission
Download the app
Start by downloading the Finmatex app from the App Store or Google Play. It’s quick, easy, and free. With just a few taps, you can begin your journey to better financial management.
Securely link your accounts or create free virtual accounts
Easily connect your bank accounts for automatic updates, or create virtual accounts to track your expenses manually. Your financial data stays private and secure with top-level encryption.
Choose a budget method and set budget limits or Manage your budget with lists
Decide on a budgeting method that fits your lifestyle—whether it’s setting monthly limits or managing daily expenses through lists. Stay on top of your finances in a way that works best for you.
