01
All accounts
See cash, bank, investment, debt, receivable, and deposito balances in one place.
The private money system$1.5kView spending →View all goals →View investments →
Know what your money is doing.
FinHealth brings accounts, spending, debt, investments, and goals into one honest daily picture.
OverviewAccountsSpendingBudgetsInvestmentsDebtGoalsReports
June 2024Net worth
$48,920
$2,410 (5.18%) vs May 2024
Accounts
12 connected- Cash & Checking$12,540
- Savings$8,230
- Credit Cards-$3,210
- Investments$26,880
- Loans-$5,520
Spending this month
$3,842
$588 (13.20%) vs May 2024
Spending by category
- Housing1420
- Food & Dining680
- Transport560
- Shopping440
- Utilities320
- Other422
Goal progress
2 of 4 on track
Emergency Fund$6,200 / $10,000
Home Down Payment$19,400 / $52,000
Vacation$2,150 / $5,000
New Car$0 / $25,000
Investment allocation
- US Stocks48
- Intl Stocks22
- Bonds15
- Real Estate8
- Cash5
- Other2
Recent activity
- Weekend GrocerGroceries-$78.43Jun 7
- Salary DepositIncome+$2,950.00Jun 6
- Transit CardTransport-$52.18Jun 6
- Transfer to SavingsTransfer-$500.00Jun 5
- Stream MonthlyEntertainment-$15.49Jun 4
Illustrative preview with fictional data.
02
Transaction clarity
Track income, spending, transfers, splits, and recurring money without losing the story.
03
Budgets that hold up
Build real category budgets and see progress without daily micromanagement.
04
Investment visibility
Follow allocation, valuation, trades, and performance across your holdings.
05
Subscription control
See renewals and trials before they quietly become another charge.
06
Goals with momentum
Link real accounts to goals and watch progress update with your balances.
Your money has a pattern. See it.
The timeline turns transactions, recurring charges, and renewals into a financial story you can act on.
Timeline30 Days
- Weekend GrocerGroceries-$78.43
- Salary DepositIncome+$2,950.00
- Transit CardTransport-$52.18
- Transfer to SavingsTransfer-$500.00
- Stream MonthlyEntertainment-$15.49
- Interest PaymentCredit card-$24.36
Your data stays yours.
Sensitive fields use encryption, and you control your own records.
No ad-funded incentives.
The product is built for financial clarity, not attention harvesting.
No shame.
Clear signals help you make decisions without turning money into judgment.
Questions worth answering.
What can I safely spend before the next payday?
Cash clarity
Which categories keep pulling me off plan?
Spending patterns
Are my debts, goals, and investments moving together?
Whole-picture progress
Built for real life. Whatever yours looks like.
Single professional
Manage money, build savings, and invest in your future.
Household planner
Plan shared expenses, budgets, and goals in one view.
Goal planner
Turn big goals into a plan you can actually follow.