How It Works
How It Works
All your accounts in one app
Forget about spreadsheets! With Finmatex, you can manage your cash, bank, and investment accounts all in one place. They’re always at your fingertips!
You’ll be able to track every dollar by automatically getting categorized transactions from your linked accounts or creating your own transactions for cash spending. Need more info? No problem! You can split transactions, rename or change their categories, write notes, and even add photos.
Stick to the budget
Creating and following a budget is the first step to financial freedom. You don't need to do a deep analysis of your finances by yourself, though! Finmatex can analyze your income and expenses over the past 12 months and create an effective budget for you.
Smart monitoring
All your transactions will be automatically categorized, so you don’t need to waste a ton of time doing it yourself. If you’re going over your budget, you’ll get a notification. Need to adjust a bit? No problem! You can redistribute money between categories whenever you need.
One-click financial reports
Get the full picture of your finances for the last year.
Net worth
Net worth is what you own minus what you owe. Look at the big picture, evaluate your progress, and change your financial behavior.
Spending
Analyze your past financial decisions and make your future spending more deliberate.
Income
See the structure of your income, compare it with your spending and make a decision if it’s time to make some changes.
Debt report
Debt management is your first step to financial freedom. FINMATEX will show you the dynamics of loan payments to help you control your progress.
Top payees
We will show you where your money goes.
Portfolio & Positions
Get clear insights into your investments and control your risks.
Reach your financial goal
Prepare for retirement, pay off debts, plan a vacation, prepare for a wedding, or even buy a house — do whatever you want! We’ll help you stay on track and reach your goals, step by step.
Set a goal in just one minute
To set a goal, you first enter its name, amount, and due date. Then, link a bank or investment account to it. And don't forget to add a photo — it's important to visualize your dream. That's it! Finmatex will now track your progress and notify you about your achievements.