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.

Interest paid

Our interest paid report is a clear and simple way to realize how much you lose on loans. It can be a surprising amount!

Top payees

We will show you where your money goes.

Portfolio & Positions

Get clear insights into your investments and control your risks.

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.

Interest paid

Our interest paid report is a clear and simple way to realize how much you lose on loans. It can be a surprising amount!

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.